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JPMorgan Chase & Co. shares owned by Golden Road Advisors

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

Historical chart of Golden Road Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Golden Road Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $261k 1.3k 200.30
2023-12-31 $231k 1.4k 170.10

More positions owned by Golden Road Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
NVIDIA Corporation (NVDA)
Vanguard Scottsdale Fds Vng Rus2000idx (VTWO)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)

View all positions for Golden Road Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.