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
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 580,888 |
+2.0% |
| $170.9M |
| 2.1% |
| $300.26 |
53 |
| 2025-Q4 | Decreased | 569,662 | -0.0% | $183.6M | 2.1% | $321.97 | 0 |
| 2025-Q3 | Decreased | 569,786 | -0.4% | $179.7M | 2.1% | $312.75 | 0 |
| 2025-Q2 | Decreased | 572,275 | -1.1% | $165.9M | 2.0% | $283.07 | 0 |
| 2025-Q1 | Increased | 578,537 | +0.7% | $141.9M | 1.8% | $237.97 | 48 |
| 2024-Q4 | Decreased | 574,824 | -0.5% | $137.8M | 1.7% | $233.31 | 0 |
| 2024-Q3 | Decreased | 577,841 | -0.2% | $121.8M | 1.4% | $203.96 | 0 |
| 2024-Q2 | Increased | 579,027 | +0.2% | $117.1M | 1.5% | $194.90 | 47 |