Wills Financial Group »

JPMorgan Chase & Co. shares owned by Wills Financial Group

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

Historical chart of Wills Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Wills Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.3M 17k 315.43
2025-06-30 $4.9M 17k 289.91

More positions owned by Wills Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Microsoft Corporation (MSFT)
Apple (AAPL)
Lockheed Martin Corporation (LMT)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Gold Tr Ishares New (IAU)
Palo Alto Networks (PANW)
Amazon (AMZN)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Procter & Gamble Company (PG)
Danaher Corporation (DHR)
Pepsi (PEP)
Broadcom (AVGO)
Essential Utils (WTRG)
Chevron Corporation (CVX)

View all positions for Wills Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.