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JPMorgan Chase & Co. shares owned by AdviceOne Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AdviceOne Advisory Services from 13F filings

Historical chart of AdviceOne Advisory Services investment in JPMorgan Chase & Co.

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Quarterly reported holdings in JPMorgan Chase & Co. by AdviceOne Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $397k 1.3k 315.42
2025-06-30 $268k 924 289.90
2025-03-31 $227k 924 245.29
2024-12-31 $229k 955 239.70

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View all positions for AdviceOne Advisory Services

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.