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Wiser Advisor Group’s JPMorgan Chase JPM Stock Holding History

Wiser Advisor Group’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$1.89M Buy
6,438
+2
+0% +$607 2.29% 16
2025
Q4 		$2.07M Buy
6,436
+69
+1% +$21.4K 2.37% 13
2025
Q3 		$2.01M Buy
6,367
+175
+3% +$52K 2.5% 12
2025
Q2 		$1.8M Sell
6,192
-1,192
-16% -$304K 3.12% 12
2025
Q1 		$1.81M Buy
7,384
+262
+4% +$66.8K 2.67% 13
2024
Q4 		$1.71M Buy
7,122
+289
+4% +$67.3K 2.48% 14
2024
Q3 		$1.44M Sell
6,833
-96
-1% -$20.2K 2.15% 15
2024
Q2 		$1.4M Buy
6,929
+115
+2% +$22.5K 2.2% 15
2024
Q1 		$1.37M Sell
6,814
-238
-3% -$42.9K 2.15% 17
2023
Q4 		$1.2M Buy
+7,052
New +$1.07M 1.99% 17

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wiser Advisor Group's JPM Position: Q1 2026 in Review

Wiser Advisor Group increased its JPMorgan Chase (JPM) stake by 0.03% in Q1 2026, buying an estimated $607 and bringing the position to 6,438 shares worth $1.89M. The position accounts for 2.29% of the portfolio, ranked #16.

Wiser Advisor Group first reported a position in JPM in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.07M in Q4 2025. 5,060 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Wiser Advisor Group held 6,438 shares of JPMorgan Chase worth $1.89M as of Q1 2026.
  • Wiser Advisor Group bought 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 2.29% of Wiser Advisor Group's portfolio in Q1 2026, its #16 holding.
  • Wiser Advisor Group first reported a position in JPMorgan Chase in Q4 2023 and has held it in 10 quarters since.
  • Wiser Advisor Group's JPMorgan Chase position peaked at $2.07M in Q4 2025.
  • 5,060 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Wiser Advisor Group's 13F filing for Q1 2026, filed 22 Apr 2026.