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JPMorgan Chase & Co. shares owned by Portfolio Strategies

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

Historical chart of Portfolio Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Portfolio Strategies

Quarter filed Position value Share count Share price at filing
2024-03-31 $77M 383k 200.30
2018-09-30 $26k 233 111.59
2018-06-30 $76k 726 104.68
2018-03-31 $80k 723 110.65
2017-12-31 $77k 721 106.80

More positions owned by Portfolio Strategies

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr Core Msci Total (IXUS)
JPMorgan Chase & Co. (JPM)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Short (SPSB)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Rus 1000 Grw Etf (IWF)

View all positions for Portfolio Strategies

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.