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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 502,465 |
+3.9% |
| $147.8M |
| 1.5% |
| $300.26 |
50 |
| 2025-Q4 | Increased | 483,548 | +6.8% | $155.8M | 1.5% | $321.97 | 51 |
| 2025-Q3 | Increased | 452,698 | +2.3% | $142.9M | 1.5% | $312.75 | 49 |
| 2025-Q2 | Increased | 442,656 | +21.2% | $128.4M | 1.4% | $283.07 | 57 |
| 2025-Q1 | Increased | 365,278 | +5.1% | $89.6M | 1.3% | $237.97 | 49 |
| 2024-Q4 | Increased | 347,459 | +5.8% | $83.3M | 1.3% | $233.31 | 50 |
| 2024-Q3 | Increased | 328,502 | +12.7% | $69.3M | 1.1% | $203.96 | 53 |
| 2024-Q2 | Increased | 291,483 | +13.0% | $58.1M | 1.1% | $194.90 | 52 |