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JPMorgan Chase & Co. shares owned by Schaeffer Financial

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Schaeffer Financial from 13F filings

Historical chart of Schaeffer Financial investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Schaeffer Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Schaeffer Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $252k 798 315.43
2025-06-30 $231k 798 289.91

More positions owned by Schaeffer Financial

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Spdr Index Shs Fds Portfli Msci Gbl (SPGM)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Apple (AAPL)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)

View all positions for Schaeffer Financial

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.