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JPMorgan Chase & Co. shares owned by Westbourne Investment Advisors

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

Historical chart of Westbourne Investment Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Westbourne Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Westbourne Investment Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.5M 8.6k 170.10
2023-09-30 $1.2M 8.6k 144.97
2023-06-30 $1.3M 8.8k 145.48
2023-03-31 $1.1M 8.4k 130.29
2022-12-31 $1.1M 8.4k 134.08
2022-09-30 $1.1M 10k 104.54
2022-06-30 $1.2M 11k 112.60
2022-03-31 $1.5M 11k 136.30
2021-12-31 $1.7M 11k 158.31
2021-09-30 $1.7M 10k 163.72
2021-06-30 $1.6M 10k 155.56
2021-03-31 $1.6M 10k 152.20
2020-12-31 $1.4M 11k 127.11
2020-03-31 $984k 11k 90.03
2019-12-31 $1.6M 11k 139.38
2019-09-30 $1.2M 10k 117.65
2019-06-30 $1.1M 10k 111.81
2019-03-31 $998k 9.9k 101.22
2018-12-31 $966k 9.9k 97.58
2018-09-30 $925k 8.2k 112.80
2018-06-30 $543k 5.2k 104.12
2018-03-31 $575k 5.2k 109.92
2017-12-31 $559k 5.2k 106.86
2017-09-30 $507k 5.3k 95.55
2017-06-30 $485k 5.3k 91.41
2017-03-31 $468k 5.3k 87.79
2016-12-31 $469k 5.4k 86.36
2016-09-30 $382k 5.7k 66.66
2016-06-30 $341k 5.5k 62.21
2016-03-31 $301k 5.1k 59.24
2015-12-31 $335k 5.1k 65.93
2015-09-30 $310k 5.1k 61.01
2015-06-30 $344k 5.1k 67.70

More positions owned by Westbourne Investment Advisors

Apple (AAPL)
Microsoft Corporation (MSFT)
Alphabet Cap Stk Cl A (GOOGL)
Uber Technologies (UBER)
Meta Platforms Cl A (META)
Bank of America Corporation (BAC)
Charles Schwab Corporation (SCHW)
Goldman Sachs (GS)
Morgan Stanley Com New (MS)
Expedia Group Com New (EXPE)
Booz Allen Hamilton Hldg Cor Cl A (BAH)
Accenture Plc Ireland Shs Class A (ACN)
Valero Energy Corporation (VLO)
Home Depot (HD)
salesforce (CRM)

View all positions for Westbourne Investment Advisors

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.