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Showing 8 of 26 quarters

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

Vanguard Personalized Indexing Management, LLC holds 542,873 shares of JPM (JPMORGAN CHASE & CO), worth $177.7M as of 2026-Q2. The position was increased (+8.0% shares). JPM represents 1.5% of Vanguard Personalized Indexing Management, LLC's portfolio.

Current Value

$177.7M

Current Shares

542,873

Total Value Change

+$108.4M

Total Shares Change

+214,371

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
542,873
+8.0%
$177.7M1.5%$325.86
52
2026-Q1
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

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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