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JPMorgan Chase & Co. shares owned by Trust

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

Historical chart of Trust investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Trust

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.6M 8.2k 315.43
2025-06-30 $2.4M 8.2k 289.91
2025-03-31 $2.1M 8.6k 245.30
2024-12-31 $2.1M 8.6k 239.71
2024-09-30 $1.2M 5.6k 210.86
2024-06-30 $1.6M 7.9k 202.26
2024-03-31 $1.3M 6.6k 200.30
2023-12-31 $1.3M 7.4k 170.10
2023-09-30 $1.1M 7.6k 145.02
2023-06-30 $1.6M 11k 145.44
2023-03-31 $2.1M 16k 130.31
2022-12-31 $2.1M 16k 134.08
2022-09-30 $1.7M 16k 104.49
2022-06-30 $1.3M 12k 112.63
2022-03-31 $1.5M 11k 136.32
2021-12-31 $1.8M 12k 158.37
2021-09-30 $1.9M 12k 163.66
2021-06-30 $1.8M 12k 155.51
2021-03-31 $1.8M 12k 152.22
2020-12-31 $1.7M 14k 127.09
2020-09-30 $1.5M 16k 96.27
2020-06-30 $1.4M 15k 94.08
2020-03-31 $1.6M 18k 90.02
2019-12-31 $2.8M 20k 139.40
2019-09-30 $2.6M 22k 117.69
2019-06-30 $2.5M 22k 111.79
2019-03-31 $3.6M 36k 101.23
2018-12-31 $3.5M 36k 97.62
2018-09-30 $4.4M 39k 112.84
2018-06-30 $4.4M 42k 104.20
2018-03-31 $4.8M 44k 109.98
2017-12-31 $12M 107k 106.94
2017-09-30 $11M 117k 95.51
2017-06-30 $11M 120k 91.40
2017-03-31 $9.5M 108k 87.84
2016-12-31 $9.0M 104k 86.29
2016-09-30 $7.3M 110k 66.59
2016-06-30 $5.8M 93k 62.14
2016-03-31 $5.1M 85k 59.22
2015-12-31 $5.2M 80k 66.03
2015-09-30 $4.6M 76k 60.97
2015-06-30 $3.8M 57k 67.76
2015-03-31 $3.0M 50k 60.57

More positions owned by Trust

iShares Short Treasury Bond Index ETF Short Treas Bd (SHV)
Vanguard Total Bond Index ETF Total Bnd Mrkt (BND)
iShares Core US Aggregate Bond Index ETF Core Us Aggbd Et (AGG)
Vanguard Growth Index ETF Growth Etf (VUG)
Vanguard Value Index ETF Value Etf (VTV)
SPDR S&P Emerging Markets Dividend ETF S&p Em Mkt Div (EDIV)
Schwab Fundamental Intl Large Co ETF Fundamental Intl (FNDF)
Vanguard FTSE Developed Markets ETF Van Ftse Dev Mkt (VEA)
iShares Russell 1000 Index ETF Rus 1000 Etf (IWB)
Vanguard Mid-Cap Value Index ETF Mcap Vl Idxvip (VOE)
Vanguard Mid-Cap Growth Index ETF Mcap Gr Idxvip (VOT)
JP Morgan Active Growth ETF Active Growth (JGRO)
iShares National Muni Bond Index ETF National Mun Etf (MUB)
iShares IBOXX High Yield Corp Bond Index ETF Iboxx Hi Yd Etf (HYG)
JP Morgan Ultra-Short Municipal Income ETF Ultra Sht Muncpl (JMST)

View all positions for Trust

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.