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JPMorgan Chase & Co. shares owned by Atlanta Financial Associates

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

Historical chart of Atlanta Financial Associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Atlanta Financial Associates

Quarter filed Position value Share count Share price at filing
2021-03-31 $319k 2.5k 126.99
2020-12-31 $319k 2.5k 126.99
2020-09-30 $242k 2.5k 96.34
2020-06-30 $231k 2.5k 94.09
2020-03-31 $210k 2.3k 90.09

More positions owned by Atlanta Financial Associates

Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Apple (AAPL)
Vanguard Specialized Funds Div App Etf (VIG)
Home Depot (HD)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Microsoft Corporation (MSFT)
Vanguard Whitehall Fds High Div Yld (VYM)
Eli Lilly & Co. (LLY)
Ishares Tr Msci Acwi Etf (ACWI)
Vanguard Index Fds Mid Cap Etf (VO)
Tesla Motors (TSLA)

View all positions for Atlanta Financial Associates

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.