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JPMorgan Chase & Co. shares owned by VCI Wealth Management

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

Historical chart of VCI Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by VCI Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $2.6M 11k 239.71
2024-09-30 $2.1M 9.8k 210.86
2024-06-30 $604k 3.0k 202.27
2024-03-31 $642k 3.2k 200.33
2023-12-31 $406k 2.4k 170.11

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J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
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Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Bd Index Fds Intermed Term (BIV)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Aggres Alloc Etf (AOA)
Ishares U S Etf Tr Gsci Cmdty Stgy (COMT)

View all positions for VCI Wealth Management

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.