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EQTYEQTY
2 quarters

Position history for JPMORGAN CHASE & COJPMORGAN CHASE & CO's holdings in VALUED ADVISERS TR

JPMORGAN CHASE & CO holds 11,662 shares of EQTY (VALUED ADVISERS TR), worth $323,556 as of 2026-Q2. The position was increased (+661.7% shares).

Current Value

$323,556

Current Shares

11,662

Total Value Change

+$285,557

Total Shares Change

+10,131

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
11,662
+661.7%
$323,5560.0%$27.95
26
2026-Q1
New
1,531
-
$37,9990.0%$27.21
31

Other major holders of EQTY: Focus Partners Wealth, NorthCoast Asset Management LLC

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