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JPMorgan Chase & Co. shares owned by Wiser Advisor Group

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

Historical chart of Wiser Advisor Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wiser Advisor Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.7M 7.1k 239.73
2024-09-30 $1.4M 6.8k 210.86
2024-06-30 $1.4M 6.9k 202.24
2024-03-31 $1.4M 6.8k 204.31

More positions owned by Wiser Advisor Group

Apple Common Stock (AAPL)
Vanguard S&p MF Closed and MF Open (VOO)
First Trust MF Closed and MF Open (FMB)
Amazon Common Stock (AMZN)
Vanguard Growth MF Closed and MF Open (VUG)
Alphabet Common Stock (GOOGL)
Vanguard Total MF Closed and MF Open (BND)
Vanguard Small MF Closed and MF Open (VB)
New York Life MF Closed and MF Open (HFXI)
Vanguard Value MF Closed and MF Open (VTV)
Invesco S&p MF Closed and MF Open (XMHQ)
Eli Lilly Common Stock (LLY)
Meta Platforms Common Stock (META)
Jpmorgan Chase Common Stock (JPM)
Microsoft Corp Common Stock (MSFT)

View all positions for Wiser Advisor Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Capital World Investors
UBS Group
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.