Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

JPMorgan Chase & Co. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $20M 101k 200.30
2023-09-30 $13M 92k 145.02
2023-06-30 $11M 78k 145.44
2023-03-31 $9.7M 75k 130.31
2022-12-31 $4.6M 34k 134.10
2022-09-30 $3.5M 33k 104.51
2022-06-30 $3.8M 34k 112.61
2022-03-31 $4.4M 33k 136.33
2021-12-31 $7.3M 46k 158.35
2021-09-30 $7.1M 44k 163.64
2021-06-30 $6.3M 41k 155.48
2021-03-31 $5.8M 38k 152.23
2020-12-31 $4.9M 38k 127.07
2020-09-30 $3.5M 36k 96.28
2020-06-30 $3.3M 35k 94.05
2020-03-31 $2.8M 32k 90.01
2019-12-31 $4.0M 29k 139.40
2019-09-30 $3.3M 28k 117.72
2019-06-30 $3.0M 27k 111.83
2019-03-31 $2.3M 22k 101.25
2018-12-31 $2.2M 23k 97.63
2018-09-30 $2.3M 20k 112.86
2018-06-30 $2.0M 19k 104.19
2018-03-31 $2.0M 18k 109.94
2017-12-31 $1.8M 17k 106.92
2017-09-30 $1.5M 16k 95.48
2017-06-30 $1.3M 14k 91.37
2017-03-31 $1.1M 13k 87.82
2016-12-31 $984k 11k 86.28
2016-09-30 $732k 11k 66.63
2016-06-30 $653k 11k 62.13
2016-03-31 $617k 10k 59.21
2015-12-31 $708k 11k 66.05
2015-09-30 $583k 9.6k 61.01
2015-06-30 $466k 6.9k 67.81
2015-03-31 $302k 5.0k 60.53

More positions owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

American Centy Etf Tr Us Eqt Etf (AVUS)
J P Morgan Exchange Traded F Us Qualty Fctr (JQUA)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Vanguard Specialized Funds Div App Etf (VIG)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Msci Intl Qualty (IQLT)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Vanguard World Inf Tech Etf (VGT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple (AAPL)
Merck & Co (MRK)
Visa Com Cl A (V)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.