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JPMorgan Chase & Co. shares owned by Total Investment Management

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

Historical chart of Total Investment Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Total Investment Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 3.9k 315.39
2025-06-30 $1.1M 3.9k 289.94
2025-03-31 $963k 3.9k 245.32
2024-12-31 $940k 3.9k 239.71
2024-09-30 $784k 3.7k 210.84
2024-06-30 $775k 3.8k 202.26
2024-03-31 $769k 3.8k 200.28
2023-12-31 $628k 3.7k 170.10
2023-09-30 $534k 3.7k 145.03
2023-06-30 $527k 3.6k 145.45
2023-03-31 $445k 3.4k 130.31
2022-12-31 $454k 3.4k 134.09
2022-09-30 $359k 3.4k 104.60
2022-06-30 $406k 3.6k 112.56
2022-03-31 $504k 3.7k 136.40
2021-12-31 $581k 3.7k 158.40
2021-09-30 $577k 3.5k 163.55
2021-06-30 $551k 3.5k 155.47
2021-03-31 $265k 2.9k 90.20
2020-12-31 $440k 3.5k 127.06
2020-09-30 $344k 3.5k 98.17
2020-06-30 $300k 3.2k 93.99
2020-03-31 $265k 2.9k 90.20
2019-12-31 $409k 2.9k 139.35
2019-09-30 $346k 2.9k 117.73
2019-06-30 $325k 2.9k 110.58
2019-03-31 $321k 2.9k 109.30
2018-12-31 $305k 2.9k 104.20
2018-09-30 $330k 2.9k 112.98
2018-06-30 $304k 2.9k 104.15
2018-03-31 $321k 2.9k 110.04
2017-12-31 $312k 2.9k 107.03
2017-09-30 $278k 2.9k 95.47
2017-06-30 $266k 2.9k 91.41
2017-03-31 $264k 3.0k 88.00
2016-12-31 $225k 2.6k 86.41

More positions owned by Total Investment Management

Bny Mellon Etf Trust Ultra Short Incm (BKUI)
Bondbloxx Etf Trust Bloomberg Six Mn (XHLF)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Msci Emg Mkt Etf (EEM)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
First Tr Exchange-traded A Mid Cap Val Fd (FNK)
Bny Mellon Etf Trust Core Bond Etf (BKAG)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
RBB Us Treas 3 Mnth (TBIL)
Vanguard Index Fds Large Cap Etf (VV)
Apple (AAPL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Pimco Etf Tr Active Bd Etf (BOND)
Ishares Tr Core Us Aggbd Et (AGG)
Federal Signal Corporation (FSS)

View all positions for Total Investment Management

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.