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JPMorgan Chase & Co. shares owned by Sound Financial Strategies Group

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

Historical chart of Sound Financial Strategies Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Sound Financial Strategies Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $317k 1.1k 294.16

More positions owned by Sound Financial Strategies Group

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Timothy Plan Intl Etf (TPIF)
Northern Lts Fd Tr Iv Inspire Intl Etf (WWJD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Msci Usa Mmentm (MTUM)
Timothy Plan Us Lrgmd Cp Core (TPLC)
Northern Lts Fd Tr Iv Inspire 500 Etf (PTL)
Kraneshares Trust Mount Lucas Etf (KMLM)
Simplify Exchange Traded Fun Hedged Equity (HEQT)
Simplify Exchange Traded Fun Managed Futures (CTA)
Northern Lts Fd Tr Iv Inspire Sml/ Mid (ISMD)
Timothy Plan U S Sm Cp Core (TPSC)

View all positions for Sound Financial Strategies Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
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

View all funds holding JPMorgan Chase & Co.