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JPMorgan Chase & Co. shares owned by Strategic Financial Partners

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

Historical chart of Strategic Financial Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-09-30 $211k 668 315.78

More positions owned by Strategic Financial Partners

Spdr Series Trust Portfolio S&p500 (SPLG)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Rus Mid Cap Etf (IWR)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Mega Grwth Ind (MGK)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Select Sector Spdr Tr Technology (XLK)
Select Sector Spdr Tr Communication (XLC)
Select Sector Spdr Tr Indl (XLI)
Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds Value Etf (VTV)

View all positions for Strategic Financial Partners

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.