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JPMorgan Chase & Co. shares owned by Wiser Wealth Management

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

Historical chart of Wiser Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $538k 1.7k 315.50
2025-06-30 $438k 1.5k 289.99
2025-03-31 $327k 1.3k 245.37
2024-12-31 $306k 1.3k 239.78
2024-09-30 $236k 1.1k 210.89
2024-06-30 $209k 1.0k 202.26

More positions owned by Wiser Wealth Management

Vanguard Index Fds S&p 500 Etf Shs (VOO)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Wiser Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.