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JPMorgan Chase & Co. shares owned by Theory Financial

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

Historical chart of Theory Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Theory Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $283k 939 301.04
2025-09-30 $283k 935 302.36
2025-06-30 $277k 935 296.24
2025-03-31 $227k 925 245.30
2024-12-31 $222k 925 239.71

More positions owned by Theory Financial

Schwab Strategic Tr Us Aggregate B (SCHZ)
Select Sector Spdr Tr State Street Com (XLC)
Vanguard World Financials Etf (VFH)
Ishares Tr Mbs Etf (MBB)
Tidal Trust I Fundstrat Granny (GRNY)
Ishares Tr Ishs 5-10yr Invt (IGIB)
Dbx Etf Tr Xtrack Usd High (HYLB)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Tips Etf (SCHP)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Ishares Semicdtr (SOXX)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Simplify Exchange Traded Fun Managed Futures (CTA)

View all positions for Theory Financial

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.