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JPMorgan Chase & Co. shares owned by A4 Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by A4 Wealth Advisors from 13F filings

Historical chart of A4 Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by A4 Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by A4 Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.6M 5.2k 315.41

More positions owned by A4 Wealth Advisors

Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr 10-20 Yr Trs Etf (TLH)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Ishares Core Msci Emkt (IEMG)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
American Healthcare Reit Com Shs (AHR)
Ishares Tr Eafe Value Etf (EFV)
Amazon (AMZN)
Blackrock Etf Trust Ishares Us Thema (THRO)

View all positions for A4 Wealth Advisors

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.