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JPM
Showing 8 of 27 quarters

Position history for Williams Jones Wealth Management, LLC.'s holdings in JPMORGAN CHASE & CO

Williams Jones Wealth Management, LLC. holds 580,888 shares of JPM (JPMORGAN CHASE & CO), worth $170.9M as of 2026-Q1. The position was increased (+2.0% shares). JPM represents 2.1% of Williams Jones Wealth Management, LLC.'s portfolio.

Current Value

$170.9M

Current Shares

580,888

Total Value Change

+$53.8M

Total Shares Change

+1,861

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
580,888
+2.0%
$170.9M2.1%$300.26
53
2025-Q4
Decreased
569,662
-0.0%
$183.6M2.1%$321.97
0
2025-Q3
Decreased
569,786
-0.4%
$179.7M2.1%$312.75
0
2025-Q2
Decreased
572,275
-1.1%
$165.9M2.0%$283.07
0
2025-Q1
Increased
578,537
+0.7%
$141.9M1.8%$237.97
48
2024-Q4
Decreased
574,824
-0.5%
$137.8M1.7%$233.31
0
2024-Q3
Decreased
577,841
-0.2%
$121.8M1.4%$203.96
0
2024-Q2
Increased
579,027
+0.2%
$117.1M1.5%$194.90
47

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

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