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JPMorgan Chase & Co. shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $6.2M 29k 210.86
2024-06-30 $5.7M 28k 202.26
2024-03-31 $4.9M 24k 200.31
2023-12-31 $3.6M 21k 170.11

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Alphabet Cap Stk Cl C (GOOG)
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View all positions for Strategic Planning Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.