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JPMorgan Chase & Co. shares owned by Scott Capital Advisors

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

Historical chart of Scott Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Scott Capital Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $264k 1.3k 210.87
2024-06-30 $268k 1.3k 207.70
2024-03-31 $257k 1.3k 197.08
2023-12-31 $218k 1.3k 170.07

More positions owned by Scott Capital Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Small Cp Etf (VB)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Bd Index Fds Intermed Term (BIV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Ishares Tr Core Div Grwth (DGRO)
Vanguard Index Fds Mid Cap Etf (VO)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr MRGSTR MD CP GRW (IMCG)
Microsoft Corporation (MSFT)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
J P Morgan Exchange Traded F Equity Premium (JEPI)

View all positions for Scott Capital Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.