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JPMorgan Chase & Co. shares owned by TAGStone Capital

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

Historical chart of TAGStone Capital investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by TAGStone Capital

Quarter filed Position value Share count Share price at filing
2023-12-31 $401k 2.4k 169.99
2023-09-30 $340k 2.3k 145.11
2023-06-30 $324k 2.2k 145.55
2023-03-31 $302k 2.3k 130.23
2022-12-31 $314k 2.3k 133.90

More positions owned by TAGStone Capital

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Amazon (AMZN)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Costco Wholesale Corporation (COST)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Union Pacific Corporation (UNP)
Spdr Ser Tr S&p 600 Smcp Val (SLYV)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)

View all positions for TAGStone Capital

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.