V Wealth Advisors LLC’s Jpmorgan Chase & Co Position
Does V Wealth Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 12.0K shares worth $2M (+1.39% of its 13F portfolio) as of Q3 2023, down from 34.7K shares the prior filed quarter.
Position Value
$2M
Q3 2023
Shares
12.0K
% of Portfolio
+1.39%
Quarters Held
20
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2023 | 12.0K | $2M | +1.39% |
| Q2 2023 | 34.7K | $5M | +0.84% |
| Q1 2023 | 34.6K | $5M | +0.84% |
| Q4 2022 | 33.4K | $4M | +0.93% |
| Q3 2022 | 26.2K | $3M | +0.55% |
| Q2 2022 | 31.4K | $4M | +0.67% |
| Q1 2022 | 30.4K | $4M | +0.66% |
| Q4 2021 | 34.9K | $6M | +0.81% |
| Q3 2021 | 35.7K | $6M | +0.90% |
| Q2 2021 | 35.5K | $6M | +0.88% |
| Q1 2021 | 34.8K | $5M | +0.97% |
| Q4 2020 | 34.4K | $4M | +0.90% |
| Q3 2020 | 12.9K | $1M | +0.86% |
| Q2 2020 | 32.5K | $3M | +0.79% |
| Q1 2020 | 44.6K | $4M | +1.26% |
| Q4 2019 | 32.3K | $4M | +1.36% |
| Q3 2019 | 32.3K | $4M | +1.36% |
| Q2 2019 | 32.3K | $4M | +1.37% |
| Q1 2019 | 30.3K | $3M | +1.39% |
| Q4 2018 | 29.9K | $3M | +1.54% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See V Wealth Advisors LLC’s full portfolio or all institutional holders of JPM.