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JPMorgan Chase & Co. shares owned by Emergent Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Emergent 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 Emergent Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $535k 1.7k 315.35
2025-06-30 $490k 1.7k 289.87
2025-03-31 $406k 1.7k 245.25
2024-12-31 $486k 2.0k 239.71

More positions owned by Emergent Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core Msci Eafe (IEFA)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Ishares Core Msci Emkt (IEMG)
Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Spdr Gold Tr Gold Shs (GLD)
Ishares Tr Pfd And Incm Sec (PFF)
Schwab Strategic Tr Us Aggregate B (SCHZ)
Ishares Tr Iboxx Hi Yd Etf (HYG)

View all positions for Emergent 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.