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Valued Advisers Tr shares owned by Jpmorgan Chase & Co

Quarter-by-quarter ownership of Valued Advisers Tr (EQTY) shares owned by Jpmorgan Chase & Co from 13F filings

Historical chart of Jpmorgan Chase & Co investment in Valued Advisers Tr

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All positions including Valued Advisers Tr held by Jpmorgan Chase & Co consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Valued Advisers Tr by Jpmorgan Chase & Co

Quarter filed Position value Share count Share price at filing
2026-06-30 $324k 12k 27.74
2026-03-31 $38k 1.5k 24.82

More positions owned by Jpmorgan Chase & Co

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Amazon Common (AMZN)
Broadcom Common (AVGO)
State Street Spdr S&p 500 Etf Fund (SPY)
Alphabet Common (GOOGL)
Micron Technology Common (MU)
Meta Platforms Common (META)
Advanced Micro Devices Common (AMD)
Lam Research Corp Common (LRCX)
Tesla Common (TSLA)
Vanguard S&p 500 Etf Fund (VOO)
Eli Lilly & Co Common (LLY)

View all positions for Jpmorgan Chase & Co

Top funds holding Valued Advisers Tr

Colony
Royal Bank of Canada
Permanent Capital Management
Delta Wealth Advisors
Mml Investors Services
Stratos Wealth Advisors
Hrt Financial
Gts Securities
Susquehanna International
Chicago Partners Investment
Citadel Advisors
Jpmorgan Chase & Co
Bank Of Montreal
Northern Trust
Northwestern Mutual Wealth Management Company

View all funds holding Valued Advisers Tr