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JPMorgan Chase & Co. shares owned by WBI Investments

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

Historical chart of WBI Investments investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by WBI Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $819k 2.6k 315.48
2025-03-31 $333k 1.4k 245.30
2021-03-31 $1.9M 13k 152.44
2017-09-30 $316k 3.3k 95.44
2017-06-30 $336k 3.7k 91.53
2014-09-30 $77M 1.3M 60.24
2014-06-30 $49M 854k 57.62
2014-03-31 $51M 846k 60.71
2013-12-31 $48M 826k 58.48
2013-09-30 $41M 800k 51.69