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JPMorgan Chase & Co. shares owned by Towercrest Capital Management

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

Historical chart of Towercrest Capital Management investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Towercrest Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.3M 4.3k 315.43
2025-06-30 $1.3M 4.4k 289.91
2025-03-31 $1.2M 4.8k 245.30
2024-12-31 $2.3M 9.5k 239.71
2024-09-30 $2.0M 9.5k 210.86
2024-06-30 $2.1M 10k 202.26
2024-03-31 $2.1M 10k 200.30
2023-12-31 $1.8M 10k 170.10
2023-09-30 $1.5M 10k 145.02
2023-06-30 $1.5M 10k 145.44
2023-03-31 $1.3M 9.8k 130.31
2022-12-31 $1.3M 9.8k 134.10
2022-09-30 $984k 9.4k 104.45
2022-06-30 $1.1M 9.8k 112.62
2022-03-31 $1.4M 10k 136.28
2021-12-31 $1.6M 10k 158.34
2021-09-30 $1.6M 10k 163.71
2021-06-30 $1.4M 9.3k 155.54
2021-03-31 $1.5M 9.9k 152.26
2020-12-31 $1.6M 13k 127.04
2020-09-30 $1.3M 14k 96.24
2020-06-30 $1.3M 14k 94.05
2020-03-31 $1.3M 14k 90.01
2019-12-31 $3.4M 24k 139.42
2019-09-30 $2.8M 24k 117.68
2019-06-30 $2.7M 24k 111.78
2019-03-31 $2.5M 24k 101.23
2018-12-31 $2.4M 24k 97.61
2018-09-30 $2.7M 24k 112.85
2018-06-30 $2.5M 24k 104.18
2018-03-31 $379k 3.4k 109.95
2017-12-31 $369k 3.4k 107.05
2017-09-30 $329k 3.4k 95.45
2017-06-30 $315k 3.4k 91.38
2017-03-31 $303k 3.4k 87.90
2016-12-31 $384k 4.4k 86.35

More positions owned by Towercrest Capital Management

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core Msci Emkt (IEMG)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr Jpmorgan Usd Emg (EMB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr National Mun Etf (MUB)

View all positions for Towercrest Capital 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.