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JPMorgan Chase & Co. shares owned by Spectrum Wealth Advisory Group

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

Historical chart of Spectrum Wealth Advisory Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Spectrum Wealth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Spectrum Wealth Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $248k 787 315.60
2025-06-30 $229k 791 290.07

More positions owned by Spectrum Wealth Advisory Group

Columbia Research MF Closed and MF Open (RECS)
Jpmorgan Us MF Closed and MF Open (JQUA)
Wisdomtree Emerging MF Closed and MF Open (DGS)
First Trust MF Closed and MF Open (RDVY)
Invesco Qqq MF Closed and MF Open (QQQ)
First Trust MF Closed and MF Open (UCON)
Invesco Nasdaq MF Closed and MF Open (QQQM)
John Hancock MF Closed and MF Open (JHMD)
Apple Common Stock (AAPL)
Ishares S&p MF Closed and MF Open (IUSG)
Spdr Bloomberg MF Closed and MF Open (CWB)
Invesco S&p MF Closed and MF Open (XMHQ)
Jpmorgan MF Closed and MF Open (JPIB)
First Trust MF Closed and MF Open (SDVY)
SPDR S&P MF Closed and MF Open (SPY)

View all positions for Spectrum Wealth Advisory Group

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.