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JPMorgan Chase & Co. shares owned by Allegiant Private Advisors

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

Historical chart of Allegiant Private Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Allegiant Private Advisors

Quarter filed Position value Share count Share price at filing
2021-06-30 $9.1M 59k 155.55
2021-03-31 $8.9M 58k 152.23
2020-12-31 $7.2M 57k 127.07

More positions owned by Allegiant Private Advisors

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Tax-managed Intl Ftse Dev Mkt Etf (VEA)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr Core S&p Mcp Etf (IJH)
Global X Fds Us Pfd Etf (PFFD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Vanguard Whitehall Fds Emerg Mkt Bd Etf (VWOB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Pfd And Incm Sec (PFF)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)

View all positions for Allegiant Private 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.