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JPMorgan Chase & Co. shares owned by Shearwater Capital

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

Historical chart of Shearwater Capital investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Shearwater Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $455k 1.4k 327.33
2026-03-31 $413k 1.4k 294.16

More positions owned by Shearwater Capital

Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Docusign (DOCU)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Amazon (AMZN)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Equity Etf (DFUS)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust National Municip (DFNM)

View all positions for Shearwater Capital

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.