Walser Wealth Management Company, A Ltd Liability »

JPMorgan Chase & Co. shares owned by Walser Wealth Management Company, A Ltd Liability

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Walser Wealth Management Company, A Ltd Liability from 13F filings

Historical chart of Walser Wealth Management Company, A Ltd Liability investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Walser Wealth Management Company, A Ltd Liability consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Walser Wealth Management Company, A Ltd Liability

Quarter filed Position value Share count Share price at filing
2025-12-31 $1.1M 3.4k 322.23

More positions owned by Walser Wealth Management Company, A Ltd Liability

Spdr Gold Tr Gold Shs (GLD)
Ishares Silver Tr Ishares (SLV)
Ishares Tr 0-3 Mnth Treasry (SGOV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
NVIDIA Corporation (NVDA)
Goldman Sachs Physical Gold Unit (AAAU)
Microsoft Corporation (MSFT)
Fidelity Wise Origin Bitcoin SHS (FBTC)
Tesla Motors (TSLA)
Vaneck Etf Trust Uranium And Nucl (NLR)
Apple (AAPL)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Global X Fds Global X Uranium (URA)
Amazon (AMZN)
Meta Platforms Cl A (META)

View all positions for Walser Wealth Management Company, A Ltd Liability

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
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.