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JPMorgan Chase & Co. shares owned by Warner Financial

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

Historical chart of Warner Financial investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Warner Financial

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 1.1k 315.55
2025-06-30 $321k 1.1k 290.24
2025-03-31 $271k 1.1k 245.03

More positions owned by Warner Financial

Vanguard Large Cap Value Index ETF Etf (VTV)
Vanguard Large Cap Growth Index ETF Etf (VUG)
Vanguard FTSE Developed Markets ETF Etf (VEA)
Schwab US Large Cap Growth ETF Etf (SCHG)
Invesco QQQ ETF Etf (QQQ)
Vanguard Mid Cap Index ETF Etf (VO)
Vanguard Dividend Appreciation Index ETF Etf (VIG)
Vanguard S&P 500 ETF Etf (VOO)
Schwab International Equity ETF Etf (SCHF)
Vanguard Total International Stock ETF Etf (VXUS)
Vanguard FTSE Emerging Markets ETF Etf (VWO)
iShares Edge MSCI USA Quality Factor ETF Etf (QUAL)
Vanguard Small Cap Index ETF Etf (VB)
Schwab US Large Cap Value ETF Etf (SCHV)
Financial Select Sector SPDR Fund Etf (XLF)

View all positions for Warner Financial

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.