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JPMorgan Chase & Co. shares owned by AlTi Global

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

Historical chart of AlTi Global investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by AlTi Global

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.3M 41k 199.26
2023-12-31 $7.6M 44k 170.10

More positions owned by AlTi Global

Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Spdr Ser Tr Portfolio S&p400 (SPMD)
Ishares Tr Core S&p Ttl Stk (ITOT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Exxon Mobil Corporation (XOM)
First Tr Exchange-traded No Amer Energy (EMLP)
Ishares Tr 0-5 Yr Tips Etf (STIP)
First Tr Exchange-traded Energy Inm Partn (EIPX)
Apple (AAPL)
Ishares Gold Tr Ishares New (IAU)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Microsoft Corporation (MSFT)
Uber Technologies (UBER)

View all positions for AlTi Global

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.