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JPMorgan Chase & Co. shares owned by Westbourne Investments

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

Historical chart of Westbourne Investments investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Westbourne Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $297k 954 311.12
2025-06-30 $358k 1.2k 289.81
2025-03-31 $234k 955 245.19
2024-12-31 $265k 1.1k 239.62

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Meta Platforms Cl A (META)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Dell Technologies CL C (DELL)
Micron Technology (MU)
Vistra Energy (VST)
UnitedHealth (UNH)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Spdr Gold Tr Gold Shs (GLD)

View all positions for Westbourne Investments

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.