Spectrum Investment Advisors »

JPMorgan Chase & Co. shares owned by Spectrum Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $213k 676 315.45
2024-12-31 $211k 878 239.70
2024-03-31 $220k 1.1k 200.36

More positions owned by Spectrum Investment Advisors

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Fidelity Covington Trust Enhanced Large (FELG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Blackrock Etf Trust Ishares Intl Eq
Invesco Exch Traded Fd Tr Ii Equal Wegt 0-30 (GOVI)
Ishares Tr Mbs Etf (MBB)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Vanguard Index Fds Mid Cap Etf (VO)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Alps Etf Tr Smith Core Plus (SMTH)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Fidelity Covington Trust Vlu Factor Etf (FVAL)
Vanguard Admiral Fds Midcp 400 Val (IVOV)

View all positions for Spectrum Investment Advisors

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.