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Wellspring Financial Advisors »

Jpmorgan Chase Finl shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Jpmorgan Chase Finl by Wellspring Financial Advisors

Quarter filed	Position value	Share count	Share price at filing
2025-12-31	$1.1M	38k	29.91
2025-09-30	$1.1M	38k	29.52
2025-06-30	$1.1M	38k	30.26

More positions owned by Wellspring Financial Advisors

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Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)

Goldman Sachs Physical Gold Etf Unit (AAAU)

Vanguard High Dividend Yield High Div Yld (VYM)

Vanguard Total Stk Mkt Total Stk Mkt (VTI)

Ishares Semiconductor Etf Ishares Semicdtr (SOXX)

Health Care Select Sector Spdr Sbi Healthcare (XLV)

Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)

Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)

Ishares S&p North Amer Tech-software Expanded Tech (IGV)

Vanguard Short-term Treasury Etf Short Term Treas (VGSH)

Spdr S&p 500 Etf Trust Tr Unit (SPY)

Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)

Technology Select Sector Spdr Technology (XLK)

View all positions for Wellspring Financial Advisors

Top funds holding Jpmorgan Chase Finl

Jpmorgan Chase & Co

Equitable Holdings

Keybank National Association

Warren Averett Asset Management

Osborne Partners Capital Management

Goldman Sachs Group

Baird Financial

Nicolet Advisory Services

MAI Wealth Advisors

Noesis Capital Management Corp.

Vident Advisory

Lake Street Financial

View all funds holding Jpmorgan Chase Finl

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