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JPMorgan Chase & Co. shares owned by Vivid Financial Management

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

Historical chart of Vivid Financial Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Vivid Financial Management

Quarter filed Position value Share count Share price at filing
2021-12-31 $293k 1.8k 158.55
2021-09-30 $302k 1.8k 163.42
2021-06-30 $303k 2.0k 155.31
2021-03-31 $313k 2.1k 152.24
2020-12-31 $261k 2.1k 126.95
2019-12-31 $290k 2.1k 137.25

More positions owned by Vivid Financial Management

Ishares Tr Esg Awr Msci Usa (ESGU)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Tr Msci Usa Value (VLUE)
Ishares Tr U.s. Tech Etf (IYW)
Wisdomtree Tr Em Ex St-owned (XSOE)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr 1 5yr Corp Bd (SCHJ)
Ishares Tr Core Total Usd (IUSB)
Apple (AAPL)
Ishares Tr Global Finls Etf (IXG)
Costco Wholesale Corporation (COST)
Schwab Strategic Tr Us Tips Etf (SCHP)

View all positions for Vivid Financial Management

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.