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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

More positions owned by EP Wealth Advisors

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Tr Core Us Aggbd Et (AGG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Amazon (AMZN)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
JPMorgan Chase & Co. (JPM)
Ishares Tr Us Treas Bd Etf (GOVT)
Broadcom (AVGO)

View all positions for EP Wealth 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.