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JPMorgan Chase & Co. shares owned by Wade Financial Advisory

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

Historical chart of Wade Financial Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wade Financial Advisory

Quarter filed Position value Share count Share price at filing
2025-03-31 $248k 1.0k 245.30
2024-12-31 $250k 1.0k 239.71
2024-09-30 $220k 1.0k 210.86
2024-06-30 $211k 1.0k 202.26

More positions owned by Wade Financial Advisory

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Large Cap Etf (VV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Ishares Tr U S Equity Factr (LRGF)
Ishares Tr Core S&p Ttl Stk (ITOT)
Ishares Tr Msci Intl Qualty (IQLT)
Ishares Tr Intl Eqty Factor (INTF)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Msci Emerg Mrkt (EEMV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Emng Mkts Eqt (EMGF)
Schwab Strategic Tr Intl Eqty Etf (SCHF)

View all positions for Wade Financial Advisory

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.