Form 13-F position report

JP MORGAN CHASE & CO

Reported by Wiser Advisor Group LLC

JPM CUSIP 46625H100 Manager CIK 0002011550

Reported 7,384 shares, up 262 (3.7%) from the prior quarter.

Reported value 6.1%; share count 3.7% vs. the prior quarter.

Added
% of reported 13F value 2.67% This manager · Q1 2025
Shares 7,384 Quarter-end amount reported
Reported value $1,811,291 Fair value at quarter end
Consecutive quarters held 6 Through Q1 2025

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Reported position value by quarter
Date Holding Value
2023-12-31 1199494
2024-03-31 1369499
2024-06-30 1401339
2024-09-30 1440833
2024-12-31 1707330
2025-03-31 1811291
2025-06-30 1795016
2025-09-30 2008336
2025-12-31 2073707
2026-03-31 1893887
2026-06-30 2105857

Quarterly position history

How this manager's reported quarter-end position changed over time.

11 quarters
Quarterly reported position history for JP MORGAN CHASE & CO held by Wiser Advisor Group LLC.
Quarter Activity Shares Change % of reported 13F Reported value Filed Source filing
Q2 2026 Reduced 6,433 -5 (-0.1%) 2.31% $2,105,857 2026-08-14
Q1 2026 Added 6,438 +2 (0.0%) 2.29% $1,893,887 2026-04-22
Q4 2025 Added 6,436 +69 (1.1%) 2.37% $2,073,707 2026-02-09
Q3 2025 Added 6,367 +175 (2.8%) 2.5% $2,008,336 2025-11-14
Q2 2025 Reduced 6,192 -1,192 (-16.1%) 3.12% $1,795,016 2025-08-08
Q1 2025 Added 7,384 +262 (3.7%) 2.67% $1,811,291 2025-05-14
Q4 2024 Added 7,122 +289 (4.2%) 2.48% $1,707,330 2025-02-05
Q3 2024 Reduced 6,833 -96 (-1.4%) 2.15% $1,440,833 2024-11-13
Q2 2024 Added 6,929 +115 (1.7%) 2.2% $1,401,339 2024-08-14
Q1 2024 Reduced 6,814 -238 (-3.4%) 2.15% $1,369,499 2024-05-16
Q4 2023 New 7,052 +7,052 (0.0%) 1.99% $1,199,494 2024-02-13

Who else reported the position

4817 managers reported JP MORGAN CHASE & CO for Q1 2025.

Managers reporting JP MORGAN CHASE & CO in Q1 2025.
Manager Activity Shares Change % of reported 13F Reported value Tenure
VANGUARD GROUP INC Added 272,796,588 +412,541 1.21% $66,917,003,037 48 qtrs
BlackRock Inc Added 208,215,538 +1,527,298 1.07% $51,075,271,576 3 qtrs
STATE STREET CORPORATION Added 127,518,423 +232,965 1.29% $31,280,269,162 48 qtrs
MORGAN STANLEY Added 69,354,784 +510,135 1.22% $17,012,729,566 48 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 60,829,111 +1,608,508 1.17% $14,873,876,354 48 qtrs
Bank of America Corporation Reduced 47,585,655 -1,808,000 0.94% $11,672,761,223 48 qtrs
FMR LLC Reduced 47,005,308 -1,202,958 0.74% $11,530,402,042 48 qtrs
NORGES BANK Added 34,922,622 +252,043 1.2% $8,566,519,177 48 qtrs
NORTHERN TRUST CORPORATION Reduced 33,118,098 -727,578 1.21% $8,123,869,441 48 qtrs
PRICE T ROWE ASSOCIATES INC MD Reduced 28,907,315 -786,629 0.87% $7,090,966,000 48 qtrs
Premium adds each manager's conviction percentile across reporting peers.
Filing details and methodology As reported
Report period
March 31, 2025
Filed
May 14, 2025
Filing type
13F-HR
Position type
Common Stock

Voting authority reported

Sole
504
Shared
0
None
6,880

“None” means the manager reported no voting authority for those shares on non-routine matters. It does not disclose why and is not evidence of securities lending.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.