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JPMorgan Chase & Co. shares owned by TruNorth Capital Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by TruNorth 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 TruNorth Capital Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $992k 3.1k 315.43
2025-06-30 $897k 3.1k 289.91
2025-03-31 $898k 3.7k 245.30
2024-12-31 $195k 812 239.71
2024-09-30 $140k 665 210.86
2024-06-30 $122k 602 202.26
2024-03-31 $64k 321 200.30

More positions owned by TruNorth Capital Management

Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Schwab Strategic Tr Sht Tm Us Tres (SCHO)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Schwab Strategic Tr Fundamental Us L (FNDX)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Dimensional Etf Trust Global Core Plus (DFGP)
Stryker Corporation (SYK)
Spdr Series Trust Nuveen Ice Short (SHM)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core Msci Eafe (IEFA)

View all positions for TruNorth 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.