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JPMorgan Chase & Co. shares owned by Vestia Personal Wealth Advisors

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

Historical chart of Vestia Personal Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Vestia Personal 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 Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $398k 1.3k 315.48
2025-06-30 $282k 972 289.92
2025-03-31 $223k 909 245.19
2024-12-31 $279k 1.2k 239.80
2024-09-30 $218k 1.0k 210.88

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.