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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Quarterly reported holdings in JPMorgan Chase & Co. by Wiser Advisor Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.0M | 6.4k | 315.43 |
| 2025-06-30 | $1.8M | 6.2k | 289.89 |
| 2025-03-31 | $1.8M | 7.4k | 245.30 |
| 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 |