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JPM
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Position history for FIRST TRUST ADVISORS LP's holdings in JPMORGAN CHASE & CO

FIRST TRUST ADVISORS LP holds 2.2M shares of JPM (JPMORGAN CHASE & CO), worth $657.9M as of 2026-Q1. The position was increased (+16.4% shares). JPM represents 0.5% of FIRST TRUST ADVISORS LP's portfolio.

Current Value

$657.9M

Current Shares

2.2M

Total Value Change

+$321.9M

Total Shares Change

+575,117

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
2.2M
+16.4%
$657.9M0.5%$300.26
44
2025-Q4
Increased
1.9M
+7.0%
$619.3M0.5%$321.97
40
2025-Q3
Decreased
1.8M
-1.8%
$566.8M0.4%$312.75
0
2025-Q2
Decreased
1.8M
-1.4%
$530.6M0.4%$283.07
0
2025-Q1
Increased
1.9M
+3.7%
$455M0.4%$237.97
39
2024-Q4
Increased
1.8M
+6.2%
$428.7M0.4%$233.31
40
2024-Q3
Increased
1.7M
+1.4%
$355.1M0.3%$203.96
38
2024-Q2
Increased
1.7M
+0.5%
$336M0.3%$194.90
37

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

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