JPMorgan Chase & Co. shares owned by Vestmark Advisory Solutions
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vestmark Advisory Solutions
from 13F filings
Historical chart of Vestmark Advisory Solutions investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Vestmark Advisory Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Vestmark Advisory Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 54k | 315.43 |
| 2025-06-30 | $13M | 44k | 289.91 |
| 2025-03-31 | $6.7M | 28k | 245.30 |
| 2024-12-31 | $3.3M | 14k | 239.71 |
| 2024-09-30 | $2.3M | 11k | 210.86 |
| 2024-06-30 | $2.0M | 9.8k | 202.26 |
| 2024-03-31 | $1.5M | 7.6k | 200.30 |
| 2023-12-31 | $776k | 4.6k | 170.10 |
| 2023-09-30 | $333k | 2.3k | 145.02 |
| 2023-06-30 | $15M | 102k | 145.44 |
| 2023-03-31 | $14M | 104k | 130.31 |
| 2022-12-31 | $14M | 107k | 134.10 |
| 2022-09-30 | $10M | 97k | 104.50 |
| 2022-06-30 | $12M | 102k | 112.61 |
| 2022-03-31 | $14M | 103k | 136.26 |
| 2021-12-31 | $14M | 90k | 158.35 |
| 2021-09-30 | $14M | 86k | 163.69 |
| 2021-06-30 | $13M | 83k | 155.54 |
| 2021-03-31 | $12M | 80k | 152.23 |
| 2020-12-31 | $10M | 81k | 127.07 |
| 2020-09-30 | $7.8M | 81k | 96.28 |
| 2020-06-30 | $7.3M | 78k | 94.06 |
| 2020-03-31 | $6.7M | 74k | 90.03 |
| 2019-12-31 | $226k | 10k | 21.78 |
| 2019-09-30 | $8.4M | 71k | 117.69 |
| 2019-06-30 | $7.0M | 63k | 111.79 |
| 2019-03-31 | $7.1M | 71k | 101.23 |
More positions owned by Vestmark Advisory Solutions
View all positions for Vestmark Advisory Solutions