Annex Advisory Services, LLC, d/b/a Annex Wealth Management »

JPMorgan Chase & Co. shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Annex Advisory Services, LLC, d/b/a Annex Wealth Management from 13F filings

Historical chart of Annex Advisory Services, LLC, d/b/a Annex Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Annex Advisory Services, LLC, d/b/a Annex Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $16M 48k 322.22
2025-09-30 $15M 47k 315.43
2025-06-30 $16M 53k 289.91
2025-03-31 $13M 52k 245.30
2024-12-31 $13M 55k 239.71
2024-09-30 $11M 51k 210.86
2024-06-30 $22M 109k 202.26
2024-03-31 $20M 101k 200.30
2023-09-30 $13M 92k 145.02
2023-06-30 $11M 78k 145.44
2023-03-31 $9.7M 75k 130.31
2022-12-31 $4.6M 34k 134.10
2022-09-30 $3.5M 33k 104.51
2022-06-30 $3.8M 34k 112.61
2022-03-31 $4.4M 33k 136.33
2021-12-31 $7.3M 46k 158.35
2021-09-30 $7.1M 44k 163.64
2021-06-30 $6.3M 41k 155.48
2021-03-31 $5.8M 38k 152.23
2020-12-31 $4.9M 38k 127.07
2020-09-30 $3.5M 36k 96.28
2020-06-30 $3.3M 35k 94.05
2020-03-31 $2.8M 32k 90.01
2019-12-31 $4.0M 29k 139.40
2019-09-30 $3.3M 28k 117.72
2019-06-30 $3.0M 27k 111.83
2019-03-31 $2.3M 22k 101.25
2018-12-31 $2.2M 23k 97.63
2018-09-30 $2.3M 20k 112.86
2018-06-30 $2.0M 19k 104.19
2018-03-31 $2.0M 18k 109.94
2017-12-31 $1.8M 17k 106.92
2017-09-30 $1.5M 16k 95.48
2017-06-30 $1.3M 14k 91.37
2017-03-31 $1.1M 13k 87.82
2016-12-31 $984k 11k 86.28
2016-09-30 $732k 11k 66.63
2016-06-30 $653k 11k 62.13
2016-03-31 $617k 10k 59.21
2015-12-31 $708k 11k 66.05
2015-09-30 $583k 9.6k 61.01
2015-06-30 $466k 6.9k 67.81
2015-03-31 $302k 5.0k 60.53

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Amazon (AMZN)
Meta Platforms Cl A (META)
Mfs Active Exchange Traded F Internatinl Etf (MFSI)
Harbor Etf Trust Internatnal Comp (OSEA)
Dimensional Etf Trust Intl Core Equity (DFIC)
Ishares Tr Mbs Etf (MBB)

View all positions for Annex Advisory Services, LLC, d/b/a Annex Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.