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Jpmorgan Chase Finl shares owned by Mariner Wealth Advisors

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

Historical chart of Mariner Wealth Advisors investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Finl held by Mariner 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 Mariner Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $221k 7.4k 29.91
2025-09-30 $254k 8.6k 29.52
2025-06-30 $285k 9.4k 30.26
2025-03-31 $202k 6.2k 32.48

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Top funds holding Jpmorgan Chase Finl

Atlantic Trust
Jpmorgan Chase & Co
Equitable Holdings
Keybank National Association
LPL Financial
Warren Averett Asset Management
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Nicolet Advisory Services
FF Advisors
MAI Wealth Advisors
Noesis Capital Management Corp.
Vident Advisory
Lake Street Financial

View all funds holding Jpmorgan Chase Finl