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JPMorgan Chase & Co. shares owned by Wisconsin Wealth Advisors

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

Historical chart of Wisconsin Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wisconsin Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $743k 2.3k 322.27
2025-09-30 $718k 2.3k 315.43

More positions owned by Wisconsin Wealth Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
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Vanguard Index Fds Growth Etf (VUG)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
NVIDIA Corporation (NVDA)
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Microsoft Corporation (MSFT)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds Mid Cap Etf (VO)
Vaneck Etf Trust Semiconductr Etf (SMH)

View all positions for Wisconsin Wealth Advisors

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.