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JPMorgan Chase & Co. shares owned by Team Hewins

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

Historical chart of Team Hewins investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Team Hewins

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.5M 26k 170.10
2024-06-30 $223k 1.1k 202.26
2024-03-31 $5.3M 27k 200.30
2023-12-31 $4.5M 26k 170.10
2023-09-30 $3.6M 25k 145.02

More positions owned by Team Hewins

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Internatnal Val (DFIV)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Msci Eafe Etf (EFA)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Large Cap Val (DFLV)
NVIDIA Corporation (NVDA)
Meta Platforms Cl A (META)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Msci Emg Mkt Etf (EEM)
American Centy Etf Tr Avantis Emgmkt (AVEM)

View all positions for Team Hewins

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.