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JPMorgan Chase & Co. shares owned by Uptown Financial Advisors

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

Historical chart of Uptown Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Uptown Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $460k 1.5k 315.43
2025-06-30 $423k 1.5k 289.91
2025-03-31 $358k 1.5k 245.30
2024-12-31 $350k 1.5k 239.71

More positions owned by Uptown Financial Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Series Trust Prtflo S&p500 Vl (SPYV)
Coreweave Com Cl A Call Option (CRWV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Bd Index Fds Intermed Term (BIV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Energy Etf (VDE)
Vanguard Intl Equity Index F Ftse Smcap Etf (VSS)
Spdr S&p 500 Etf Tr Tr Unit (SPY)

View all positions for Uptown Financial Advisors

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.