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JPMorgan Chase & Co. shares owned by Sheaff Brock Investment Advisors

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

Historical chart of Sheaff Brock Investment Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sheaff Brock Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $14M 81k 170.10
2023-09-30 $11M 76k 145.02
2023-06-30 $11M 76k 145.44
2023-03-31 $14M 104k 130.31
2022-12-31 $10M 77k 134.10
2022-09-30 $8.5M 81k 104.50
2022-06-30 $9.2M 82k 112.61
2022-03-31 $14M 103k 136.32
2021-12-31 $16M 101k 158.35
2021-09-30 $17M 101k 163.69
2021-06-30 $16M 100k 155.53
2021-03-31 $12M 78k 152.24
2020-12-31 $13M 105k 127.07
2020-09-30 $9.4M 98k 96.28
2020-06-30 $9.5M 101k 94.06
2020-03-31 $9.1M 101k 90.03
2019-12-31 $15M 104k 139.40
2019-09-30 $15M 131k 117.69
2019-06-30 $12M 106k 111.80
2019-03-31 $11M 109k 101.23
2018-12-31 $11M 111k 97.62
2018-09-30 $13M 114k 112.84
2018-06-30 $12M 115k 104.20
2018-03-31 $13M 115k 109.97
2017-12-31 $12M 110k 106.94
2017-09-30 $11M 111k 95.51
2017-06-30 $10M 114k 91.40
2017-03-31 $4.7M 54k 87.84
2016-12-31 $4.5M 52k 86.28
2016-09-30 $3.5M 53k 66.59
2016-06-30 $8.8M 141k 62.14
2016-03-31 $9.0M 151k 59.22
2015-12-31 $11M 162k 66.03

More positions owned by Sheaff Brock Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Apple Call Call Option (Principal) (AAPL)
Nvidia Corporation Call Call Option (Principal) (NVDA)
Microsoft Corporation (MSFT)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Listed Fd Tr Dividend Perfmrs (IPDP)
Cisco Systems (CSCO)
Home Depot (HD)
JPMorgan Chase & Co. (JPM)
Invesco Qqq Tr Put Put Option (Principal) (QQQ)
Oracle Corporation (ORCL)
Cme (CME)
Kla Corp Com New (KLAC)
Iron Mountain (IRM)

View all positions for Sheaff Brock Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.