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Jpmorgan Chase Finl shares owned by Advisor Group Holdings

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by Advisor Group Holdings from 13F filings

Historical chart of Advisor Group Holdings investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Finl held by Advisor Group Holdings consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Finl by Advisor Group Holdings

Quarter filed Position value Share count Share price at filing
2025-09-30 $279k 9.5k 29.52
2025-06-30 $275k 9.1k 30.26
2025-03-31 $140k 4.3k 32.48
2024-12-31 $131k 4.4k 29.51
2024-09-30 $123k 4.3k 28.46

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Top funds holding Jpmorgan Chase Finl

Atlantic Trust
Jpmorgan Chase & Co
Equitable Holdings
Keybank National Association
Taylor Investment Counselors
Warren Averett Asset Management
Nicolet Advisory Services
LPL Financial
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Morgan Stanley
Nicolet Bankshares
MAI Wealth Advisors
Vident Advisory

View all funds holding Jpmorgan Chase Finl