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JPMorgan Chase & Co. shares owned by Nvest Wealth Strategies

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

Historical chart of Nvest Wealth Strategies investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Nvest Wealth Strategies

Quarter filed Position value Share count Share price at filing
2025-12-31 $62k 193 322.22

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Spdr Series Trust State Street Spd (SLYG)
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Harbor Etf Trust Harbor Commodity (HGER)
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Ea Series Trust Cambria Us Equal
NVIDIA Corporation (NVDA)

View all positions for Nvest Wealth Strategies

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.