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JPMorgan Chase & Co. shares owned by WFG Advisors

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

Historical chart of WFG Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by WFG Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $1.9M 41k 47.46
2012-06-30 $1.3M 36k 35.73
2012-03-31 $1.5M 34k 45.98
2011-12-31 $1.2M 36k 33.24

More positions owned by WFG Advisors

iShares Russell 3000 Index (IWV)
Apple (AAPL)
Exxon Mobil Corporation (XOM)
Boulder Growth & Income Fund (STEW)
Blackstone
Microsoft Corporation (MSFT)
Eaton Vance Short Duration Diversified I (EVG)
Artesian Resources Corporation (ARTNA)
Ventas (VTR)
iShares S&P 1500 Index Fund (ITOT)
Vanguard S&p 500 Etf idx (VOO)
York Water Company (YORW)
Middlesex Water Company (MSEX)
Western Asset Emerging Mrkts Dbt Fnd (EMD)
At&t (T)

View all positions for WFG Advisors

Top funds holding JPMorgan Chase & Co.

BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company
Legal & General Group

View all funds holding JPMorgan Chase & Co.