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JPM
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Position history for Vanguard Personalized Indexing Management, LLC's holdings in JPMORGAN CHASE & CO

Vanguard Personalized Indexing Management, LLC holds 502,465 shares of JPM (JPMORGAN CHASE & CO), worth $147.8M as of 2026-Q1. The position was increased (+3.9% shares). JPM represents 1.5% of Vanguard Personalized Indexing Management, LLC's portfolio.

Current Value

$147.8M

Current Shares

502,465

Total Value Change

+$89.7M

Total Shares Change

+210,982

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
502,465
+3.9%
$147.8M1.5%$300.26
50
2025-Q4
Increased
483,548
+6.8%
$155.8M1.5%$321.97
51
2025-Q3
Increased
452,698
+2.3%
$142.9M1.5%$312.75
49
2025-Q2
Increased
442,656
+21.2%
$128.4M1.4%$283.07
57
2025-Q1
Increased
365,278
+5.1%
$89.6M1.3%$237.97
49
2024-Q4
Increased
347,459
+5.8%
$83.3M1.3%$233.31
50
2024-Q3
Increased
328,502
+12.7%
$69.3M1.1%$203.96
53
2024-Q2
Increased
291,483
+13.0%
$58.1M1.1%$194.90
52

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

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