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JPMorgan Chase & Co. shares owned by Warburton Capital Management

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

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $442k 1.4k 310.18
2025-06-30 $406k 1.4k 296.35
2025-03-31 $273k 1.1k 244.84

More positions owned by Warburton Capital Management

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Palantir Technologies Cl A (PLTR)
Microsoft Corporation (MSFT)
Dimensional Etf Trust World Equity Etf (DFAW)
Dimensional Etf Trust Us Real Estate E (DFAR)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)

View all positions for Warburton 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.