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Jpmorgan Chase Finl shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Finl held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Finl by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.5M 185k 29.52
2025-06-30 $5.7M 188k 30.26
2025-03-31 $6.1M 188k 32.48
2024-12-31 $5.6M 190k 29.51
2024-09-30 $5.3M 185k 28.46
2024-06-30 $5.5M 190k 28.94

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View all positions for MAI Wealth Advisors

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