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JPMorgan Chase & Co. shares owned by WJ Financial Advisors

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

Historical chart of WJ Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by WJ Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.8M 5.9k 315.43

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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Ishares Tr Pfd And Incm Sec (PFF)
Mongodb Cl A (MDB)
Schwab Strategic Tr Us Mid-cap Etf (SCHM)
Invesco Exch Traded Fd Tr Ii S&p500 Hdl Vol (SPHD)
Alphabet Cap Stk Cl C (GOOG)
Costco Wholesale Corporation (COST)
JPMorgan Chase & Co. (JPM)
Vanguard World Inf Tech Etf (VGT)

View all positions for WJ Financial Advisors

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.