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JPMorgan Chase & Co. shares owned by Farther Finance Advisors

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

Historical chart of Farther Finance Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Farther Finance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.2M 31k 198.94
2023-12-31 $4.6M 27k 170.10
2023-09-30 $2.6M 18k 145.02
2023-06-30 $2.1M 15k 145.44
2023-03-31 $1.7M 13k 130.31
2022-12-31 $747k 5.6k 134.10

More positions owned by Farther Finance Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard S&p 500 Etf Etf (VOO)
Nvidia Corporation Stock (NVDA)
Ishares Core Total Usd Bond Market Etf Etf (IUSB)
Uva Unconstrained Medium-term Fixed Income Etf Etf (FFIU)
Apple Stock (AAPL)
Vanguard Intermediate-term Bond Etf Etf (BIV)
Microsoft Corp Stock (MSFT)
Vanguard Short-term Bond Etf Etf (BSV)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Ishares National Muni Bond Etf Etf (MUB)
Ishares Core Msci Eafe Etf Etf (IEFA)
Ishares Core S&p Small Cap Etf Etf (IJR)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Msci Eafe Value Etf Etf (EFV)

View all positions for Farther Finance Advisors

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.