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JPMorgan Chase & Co. shares owned by Sims Investment Management

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

Historical chart of Sims Investment Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sims Investment Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $287k 891 322.22
2025-09-30 $308k 975 315.43
2025-06-30 $283k 975 289.91
2025-03-31 $241k 983 245.30

More positions owned by Sims Investment Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Global X Fds Nasdaq 100 Cover (QYLD)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Global X Fds S&p 500 Covered (XYLD)
John Hancock Exchange Traded Multifactr Sml (JHSC)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Eaton Vance Tax Managed Buy Write Opport (ETV)
Vaneck Etf Trust Semiconductr Etf (SMH)
Uber Technologies (UBER)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Tesla Motors (TSLA)

View all positions for Sims Investment Management

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.