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JPMorgan Chase & Co. shares owned by Financial Network Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $181k 574 315.43
2025-06-30 $171k 591 289.91
2025-03-31 $145k 591 245.30
2024-12-31 $72k 300 239.71
2024-09-30 $174k 825 210.75
2024-06-30 $219k 1.1k 197.41

More positions owned by Financial Network Wealth Advisors

First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Global X Fds 1-3 Month T-bill (CLIP)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Apple (AAPL)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Innovator Etfs Trust Laderd Alctn Pwr (BUFF)
Microsoft Corporation (MSFT)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Vaneck Etf Trust High Yld Munietf (HYD)
Ishares Tr Core S&p500 Etf (IVV)
World Gold Tr Spdr Gld Minis (GLDM)
McDonald's Corporation (MCD)
First Tr Exchng Traded Fd Vi Vest Buffered (BUFT)

View all positions for Financial Network 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.