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JPMorgan Chase & Co. shares owned by Vericrest Private Wealth

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

Historical chart of Vericrest Private Wealth investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Vericrest Private Wealth

Quarter filed Position value Share count Share price at filing
2022-06-30 $477k 4.2k 112.58
2022-03-31 $578k 4.2k 136.42
2021-12-31 $671k 4.2k 158.37

More positions owned by Vericrest Private Wealth

Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Tr S&p 500 Etf Tr Tr Unit (SPY)
Apple (AAPL)
Ishares Tr National Mun Etf (MUB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Ser Tr Blomberg Brc Inv (FLRN)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Core Msci Emkt (IEMG)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Vericrest Private Wealth

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.