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JPMorgan Chase & Co. shares owned by Pacific Capital Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-12-31 $171k 713 239.71
2024-09-30 $164k 777 210.86
2024-06-30 $191k 946 202.26
2024-03-31 $70k 347 200.30
2023-12-31 $50k 293 170.10

More positions owned by Pacific Capital Wealth Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Index Fds Real Estate Etf (VNQ)
Vanguard Index Fds Total Stk Mkt (VTI)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Bd Index Fds Intermed Term (BIV)
Apple (AAPL)
Microstrategy Cl A New (MSTR)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Ishares Biotech (IBB)

View all positions for Pacific Capital Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.