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JPMorgan Chase & Co. shares owned by Spectrum Planning & Advisory Services

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

Historical chart of Spectrum Planning & Advisory Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Spectrum Planning & Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $335k 1.1k 315.55
2025-06-30 $299k 1.0k 289.84

More positions owned by Spectrum Planning & Advisory Services

Ishares Tr 0-3 Mnth Treasry (SGOV)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Spdr Series Trust Portfolio S&p500 (SPLG)
Blackrock Etf Trust Ishares Large Ca (BLCV)
Ishares Tr S&p 100 Etf (OEF)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Microsoft Corporation (MSFT)

View all positions for Spectrum Planning & Advisory Services

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.