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JPMorgan Chase & Co. shares owned by Caerus Investment Advisors

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

Historical chart of Caerus Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Caerus Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $227k 1.1k 200.30
2021-12-31 $269k 1.7k 158.61

More positions owned by Caerus Investment Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Global X Fds S&p 500 Covered (XYLD)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Eafe Etf (EFA)
Global X Fds Nasdaq 100 Cover (QYLD)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Select Divid Etf (DVY)
Apple (AAPL)
Dimensional Etf Trust Us Equity Etf (DFUS)
Tesla Motors (TSLA)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Caerus Investment 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.