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JPMorgan Chase & Co. shares owned by 4wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by 4wealth Advisors from 13F filings

Historical chart of 4wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by 4wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by 4wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $739k 2.3k 322.22
2025-09-30 $717k 2.3k 315.48
2025-06-30 $654k 2.3k 289.85
2025-03-31 $563k 2.3k 245.35

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Vanguard Scottsdale Fds Short Term Treas (VGSH)
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Johnson & Johnson (JNJ)
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View all positions for 4wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.