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JPMorgan Chase & Co. shares owned by Archvest Wealth Advisors

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

Historical chart of Archvest Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Archvest Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $263k 834 315.58
2025-06-30 $235k 812 289.76

More positions owned by Archvest Wealth Advisors

Dimensional International Core Equity Market Etf Etf (DFAI)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Real Estate Etf Etf (VNQ)
Ishares Msci Intl Momentum Factor Etf Etf (IMTM)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Tr Activebeta Us Large Cap Equity Etf Etf (GSLC)
Apple Stock (AAPL)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
Vanguard Value Etf Etf (VTV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Amazon Stock (AMZN)
Microsoft Corp Stock (MSFT)
Ishares 5-10 Year Investment Grade Corporate Bond Etf Etf (IGIB)
Ishares Tips Bond Etf Etf (TIP)
Eli Lilly & Co Stock (LLY)

View all positions for Archvest Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.