Javascript is disabled or is not supported by your browser. Please upgrade your browser or enable Javascript to navigate the interface properly.

Vestia Personal Wealth Advisors »

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

Download as csv

Download consolidated filings csv

Download as Excel

Download consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Vestia Personal Wealth Advisors

Quarter filed	Position value	Share count	Share price at filing
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 U.s. Targeted Value Etf Etf (DFAT)

Dimensional International Core Equity 2 Etf Etf (DFIC)

Dimensional U.s. Core Equity 2 Etf Etf (DFAC)

Dimensional International Value Etf Etf (DFIV)

Dimensional Us Marketwide Value Etf Etf (DFUV)

Dimensional National Municipal Bond Etf Etf (DFNM)

Dimensional U.s. Small Cap Etf Etf (DFAS)

Dimensional U.s. Equity Market Etf Etf (DFUS)

Vanguard S&p 500 Etf Etf (VOO)

Dimensional Us Small Cap Value Etf Etf (DFSV)

Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)

Apple Stock (AAPL)

Dimensional Core Fixed Income Etf Etf (DFCF)

Dimensional Emerging Markets Value Etf Etf (DFEV)

Innovator Laddered Allocation Power Buffer Etf Etf (BUFF)

View all positions for Vestia Personal Wealth Advisors

Top funds holding JPMorgan Chase & Co.

State Street Corporation

Geode Capital Management

Bank of America Corporation

Capital World Investors

Capital Research and Management Company - Division 3

T. Rowe Price Associates

Wellington Management Company

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.

© 2025 stockzoa - Track 13F-HR Filings for Hedge Funds and Value Investors.

Disclaimers: stockzoa.com is not operated by a broker, a dealer, or a registered investment adviser. Under no circumstances does any information posted on stockzoa.com represent a recommendation to purchase or sell a stock. The information on this site is not intended to be, nor does it constitute, investment advice or recommendations. The information on this site is in no way guaranteed for completeness, accuracy or in any other way. In no event shall stockzoa.com be liable to any member, guest or third party for any damages of any kind arising out of the use of any content available on stockzoa.com, or relating to the use of, or inability to use, stockzoa.com or any content, including, without limitation, any investment losses, lost profits, lost opportunity, special, incidental, indirect, consequential or punitive damages. Past performance is a poor indicator of future performance.

Fund Directory: 1-9 A B C D E F G H I J K L M N O P Q R S T U V W X-Z