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JPMorgan Chase & Co. shares owned by EP Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by EP 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 EP Wealth Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $9.1M 192k 47.46
2012-09-30 $7.6M 189k 40.48
2012-06-30 $6.1M 171k 35.73
2012-03-31 $6.9M 150k 45.98
2011-12-31 $4.4M 133k 33.25

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View all positions for EP Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.