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JPMorgan Chase & Co. shares owned by Invera Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.6M 27k 207.46
2024-03-31 $4.8M 27k 181.25
2023-12-31 $4.7M 28k 170.10

More positions owned by Invera Wealth Advisors

Ishares Tr Esg Msci Usa Etf Exchange Traded Funds (USXF)
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Jpmorgan Chase Company Common (JPM)
Alphabet Incorporated Cap Stk Class A Common (GOOGL)
Ishares Tr Esg Awre Usd Etf Exchange Traded Funds (SUSC)
Ishares Tr Esg Eafe Etf Exchange Traded Funds (DMXF)
Ishares Tr Core Msci Eafe Exchange Traded Funds (IEFA)
Ishares Incorporated Core Msci Emkt Exchange Traded Funds (IEMG)
Nuveen Esg Large Cap Value Etf Exchange Traded Funds (NULV)
Ishares Tr Egsadvncdmsci Em Exchange Traded Funds (EMXF)
Intercontinental Exchange Incorporated Common (ICE)
Sp Global Incorporated Common (SPGI)
Ishares Tr Esg Aware Msci Exchange Traded Funds (ESML)
Iqvia Hldgs Incorporated Common (IQV)
Nuveen Esg Mid Cap Value Etf Exchange Traded Funds (NUMV)

View all positions for Invera Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Nuveen Asset Management

View all funds holding JPMorgan Chase & Co.