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JPMorgan Chase & Co. shares owned by Transamerica Financial Advisors

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

Historical chart of Transamerica Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Transamerica Financial Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $17k 350 48.57
2012-09-30 $31k 750 41.33
2012-06-30 $1.0k 477 2.10
2012-03-31 $515k 11k 46.01

More positions owned by Transamerica Financial Advisors

Listed Fd Tr Stf Tactical Grw (TUG)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
RBB Sgi Diversi Tac (DYTA)
Ishares Tr Rus Mid Cap Etf (IWR)
RBB Sgi Us Large Cap (SGLC)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exchange Traded Fd T Dorsey Wrgt Inds (PRN)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Exchange Traded Fd T Dorsey Wrgt Enrg (PXI)
Invesco Exchange Traded Fd T Dorsey Wrgt Tech (PTF)
Invesco Exchange Traded Fd T Dorsey Wrgt Csmr (PEZ)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Wisdomtree Tr Em Ex St-owned (XSOE)

View all positions for Transamerica Financial 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.