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JPMorgan Chase & Co. shares owned by Wellington-altus Usa

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Wellington-altus Usa from 13F filings

Historical chart of Wellington-altus Usa investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Wellington-altus Usa consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Wellington-altus Usa

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.6M 5.4k 294.16
2026-03-31 $1.5M 4.6k 327.33
2025-12-31 $1.9M 6.0k 322.22

More positions owned by Wellington-altus Usa

Vanguard Index Funds Vanguard Total Stock Market (VTI)
Ishares Trust Ishares Currency Hedged (HEFA)
Ishares Trust Ishares 1 3 Year Treasury (SHY)
Ishares Core U S Aggregate Bd Etf (AGG)
Pimco Active Bond Exchange Traded Fund (BOND)
Apple Common Stock (AAPL)
Blackrock Etf Trust Ii Ishares Flexible Income Active (BINC)
Nvidia Corp Common Stock (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr Series Trust State Street Spdr Portfolio (SPAB)
Microsoft Corp Common Stock (MSFT)
Banque Royale Du Canada Common Stock (RY)
Ishares Tr Core Msci Eafe Etf (IEFA)
Jpmorgan Chase & Co Common Stock (JPM)
Amazon.com Common Stock (AMZN)

View all positions for Wellington-altus Usa

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.