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JPMorgan Chase & Co. shares owned by Tred Avon Family Wealth

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

Historical chart of Tred Avon Family Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Tred Avon Family Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $4.9M 15k 322.22

More positions owned by Tred Avon Family Wealth

Bank of America Corporation (BAC)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Johnson & Johnson (JNJ)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Vanguard Index Fds Total Stk Mkt (VTI)
Broadcom (AVGO)
Eli Lilly & Co. (LLY)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Golub Capital BDC (GBDC)

View all positions for Tred Avon Family Wealth

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.