JPMorgan Chase & Co. shares owned by Moss Adams Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Moss Adams Wealth Advisors
from 13F filings
Historical chart of Moss Adams Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Moss Adams Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Moss Adams Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.5M | 11k | 315.43 |
| 2025-06-30 | $3.2M | 11k | 289.91 |
| 2025-03-31 | $2.5M | 10k | 245.30 |
| 2024-12-31 | $2.0M | 8.4k | 239.71 |
| 2024-09-30 | $1.6M | 7.8k | 210.86 |
| 2024-06-30 | $1.5M | 7.3k | 202.26 |
| 2024-03-31 | $1.2M | 6.0k | 200.30 |
| 2023-12-31 | $781k | 4.6k | 170.10 |
| 2023-09-30 | $646k | 4.5k | 145.02 |
| 2023-06-30 | $653k | 4.5k | 145.44 |
| 2023-03-31 | $557k | 4.3k | 130.31 |
| 2022-12-31 | $525k | 3.9k | 134.10 |
More positions owned by Moss Adams Wealth Advisors
View all positions for Moss Adams Wealth Advisors