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JPMorgan Chase & Co. shares owned by TKG Advisors

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

Historical chart of TKG Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by TKG Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.1M 6.2k 170.10
2023-09-30 $1.9M 13k 145.02
2023-06-30 $972k 6.7k 145.43
2023-03-31 $1.1M 8.5k 130.31

More positions owned by TKG Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
NVIDIA Corporation (NVDA)
First Tr Exchange-traded First Tr Enh New (FTSM)
Dell Technologies CL C (DELL)
Ishares Msci Eurzone Etf (EZU)
Capital Group Intl Focus Eqt Shs Creation Uni (CGXU)
Alphabet Cap Stk Cl C (GOOG)
Adobe Systems Incorporated (ADBE)
Marathon Oil Corporation (MRO)
salesforce (CRM)

View all positions for TKG Advisors

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.