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JPMorgan Chase & Co. shares owned by Annis Gardner Whiting Capital Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Annis Gardner Whiting Capital Advisors from 13F filings

Historical chart of Annis Gardner Whiting Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Annis Gardner Whiting Capital Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Annis Gardner Whiting Capital Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $879k 5.2k 170.10
2023-09-30 $677k 4.7k 145.01

More positions owned by Annis Gardner Whiting Capital Advisors

Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Brp Group Com Cl A (BRP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Acwi Etf (ACWI)
Microsoft Corporation (MSFT)
Apple (AAPL)
Amazon (AMZN)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Progressive Corporation (PGR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Annis Gardner Whiting Capital 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.