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JPMorgan Chase & Co. shares owned by New Wave Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $245k 748 327.33
2024-12-31 $119k 495 239.71
2024-06-30 $214k 1.1k 202.26

More positions owned by New Wave Wealth Advisors

Wal-Mart Stores (WMT)
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J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Ishares Msci Emrg Chn (EMXC)
Global X Fds Data Ctr Dig Etf (DTCR)
Wedbush Ser Tr Dan Ive Revo Etf (IVES)
Ishares Tr Europe Etf (IEV)
Select Sector Spdr Tr St Str Techn Etf (XLK)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (GDEC)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Listed Fds Tr Shares Lag Cap (OVL)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
NVIDIA Corporation (NVDA)

View all positions for New Wave Wealth Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.