JPMorgan Chase & Co. shares owned by AE Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by AE Wealth Management
from 13F filings
Historical chart of AE Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by AE Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $151M | 478k | 315.43 |
| 2025-06-30 | $124M | 428k | 289.92 |
| 2025-03-31 | $98M | 397k | 245.33 |
| 2024-12-31 | $91M | 381k | 239.71 |
| 2024-09-30 | $74M | 351k | 210.86 |
| 2024-06-30 | $89M | 439k | 202.31 |
| 2024-03-31 | $73M | 365k | 200.51 |
| 2023-12-31 | $103M | 598k | 172.28 |
| 2023-09-30 | $67M | 464k | 145.02 |
| 2023-06-30 | $63M | 434k | 145.44 |
| 2023-03-31 | $46M | 350k | 130.31 |
| 2022-12-31 | $45M | 337k | 134.10 |
| 2022-09-30 | $32M | 308k | 104.50 |
| 2022-06-30 | $25M | 219k | 112.61 |
| 2022-03-31 | $27M | 201k | 136.32 |
| 2021-12-31 | $33M | 210k | 158.35 |
| 2021-09-30 | $77k | 230k | 0.33 |
| 2021-06-30 | $645k | 215k | 3.00 |
| 2021-03-31 | $27M | 176k | 152.23 |
| 2020-12-31 | $21M | 163k | 127.07 |
| 2020-09-30 | $15M | 160k | 96.27 |
| 2020-06-30 | $15M | 154k | 94.06 |
| 2020-03-31 | $13M | 142k | 90.03 |
| 2019-12-31 | $17M | 124k | 139.40 |
| 2019-09-30 | $14M | 117k | 117.69 |
| 2019-06-30 | $12M | 110k | 111.80 |
| 2019-03-31 | $4.6M | 45k | 101.23 |
| 2018-12-31 | $3.7M | 38k | 97.62 |
| 2018-09-30 | $4.3M | 38k | 112.83 |
| 2018-06-30 | $3.0M | 29k | 104.18 |
| 2018-03-31 | $3.2M | 29k | 109.98 |
| 2017-12-31 | $2.7M | 25k | 106.93 |
| 2017-09-30 | $2.3M | 25k | 95.53 |
| 2017-06-30 | $1.4M | 16k | 91.41 |
| 2017-03-31 | $817k | 9.3k | 87.81 |
| 2016-12-31 | $317k | 3.7k | 86.16 |