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JPM
Showing 8 of 29 quarters

Position history for MERCER GLOBAL ADVISORS INC /ADV's holdings in JPMORGAN CHASE & CO

MERCER GLOBAL ADVISORS INC /ADV holds 837,325 shares of JPM (JPMORGAN CHASE & CO), worth $245.9M as of 2026-Q1. The position was increased (+10.0% shares). JPM represents 0.4% of MERCER GLOBAL ADVISORS INC /ADV's portfolio.

Current Value

$245.9M

Current Shares

837,325

Total Value Change

+$134.3M

Total Shares Change

+196,837

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
837,325
+10.0%
$245.9M0.4%$300.26
40
2025-Q4
Increased
760,957
+8.8%
$250.8M0.4%$321.97
40
2025-Q3
Increased
699,543
+19.0%
$220.7M0.4%$312.75
43
2025-Q2
Increased
587,767
+2.1%
$170.4M0.3%$283.07
37
2025-Q1
Increased
575,474
+2.1%
$141.1M0.3%$237.97
37
2024-Q4
Decreased
563,544
-20.3%
$135.1M0.3%$233.31
0
2024-Q3
Increased
706,851
+10.4%
$146.7M0.3%$203.96
40
2024-Q2
Increased
640,488
+4.0%
$111.6M0.3%$194.90
37

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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