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JPMorgan Chase & Co. shares owned by Billeaud Capital Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $239k 1.2k 193.08
2020-12-31 $344k 2.7k 127.03
2020-09-30 $261k 2.7k 96.38
2020-06-30 $255k 2.7k 94.17
2019-12-31 $266k 1.9k 139.41
2019-09-30 $228k 1.9k 117.65
2018-09-30 $215k 1.9k 113.04
2016-12-31 $145k 1.7k 86.31

More positions owned by Billeaud Capital Management

Vanguard Intermediate Bond Equities (BIV)
Dimensional Us Core Equity Markt Etf Equities (DFAU)
SPDR Gold Share Equities (GLD)
Vanguard Total Stock Mkt Equities (VTI)
WisdomTree US Quality Dividend Gr ETF Equities (DGRW)
Ishares Tr Barclays Bond Equities (TLT)
S&P500 Catholic Values Equities (CATH)
Brown & Brown Equities (BRO)
Exxon Mobil Corporation Equities (XOM)
Coca Cola Company Equities (KO)
Duke Energy Corporation Equities (DUK)
Johnson & Johnson Equities (JNJ)
ETFS Gold Trust Equities (SGOL)
Atmos Energy Corp Equities (ATO)
Consolidated Edison Equities (ED)

View all positions for Billeaud Capital Management

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.