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JPMorgan Chase & Co. shares owned by Valued Retirements

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

Historical chart of Valued Retirements investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Valued Retirements

Quarter filed Position value Share count Share price at filing
2024-12-31 $310k 1.3k 239.74
2024-09-30 $272k 1.3k 210.88
2024-06-30 $242k 1.2k 202.28
2024-03-31 $240k 1.2k 200.32
2023-12-31 $204k 1.2k 170.12

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View all positions for Valued Retirements

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.