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JPMorgan Chase & Co. shares owned by jvl associates

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

Historical chart of jvl associates investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by jvl associates

Quarter filed Position value Share count Share price at filing
2024-03-31 $383k 1.9k 200.30
2023-12-31 $203k 1.2k 170.10

More positions owned by jvl associates

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Index Fds Mid Cap Etf (VO)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Apple (AAPL)
Ishares Tr Russell 3000 Etf (IWV)
Ishares Tr Core S&p500 Etf (IVV)
Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Select Sector Spdr Tr Sbi Cons Discr (XLY)
Mercantile Bank (MBWM)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for jvl associates

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.