JPM — JPMORGAN CHASE & CO

Ownership history in Banque Cantonale Vaudoise  ·  26 quarters on record

This page tracks every 13F SEC filing in which Banque Cantonale Vaudoise reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.11% (2019 Q4)
Avg. % of fund
0.77%
First filed
2019 Q4
Last filed
2025 Q4
Quarters held
26
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 84,199 -1,565 -1.8% 0.97% $27.1M $320.77
2025 Q3 ADDED 85,764 +7,288 +9.3% 1.01% $27.1M $312.49
2025 Q2 REDUCED 78,476 -1,006 -1.3% 0.93% $22.8M $285.83
2025 Q1 REDUCED 79,482 -9,637 -10.8% 0.86% $19.5M $240.37
22 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
← Back to Banque Cantonale Vaudoise Holdings