Wealth Advisory Solutions, LLC / JPM
Wealth Advisory Solutions, LLC’s Jpmorgan Chase & Co Position
Does Wealth Advisory Solutions, LLC own Jpmorgan Chase & Co (JPM)? Yes — 34.4K shares worth $10M (+2.25% of its 13F portfolio) as of Q1 2026, down from 35.5K shares the prior filed quarter.
Position Value
$10M
Q1 2026
Shares
34.4K
% of Portfolio
+2.25%
Quarters Held
20
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 34.4K | $10M | +2.25% |
| Q4 2025 | 35.5K | $11M | +2.67% |
| Q3 2025 | 35.8K | $11M | +2.73% |
| Q2 2025 | 36.6K | $11M | +2.68% |
| Q1 2025 | 36.9K | $9M | +2.39% |
| Q4 2024 | 41.8K | $10M | +2.81% |
| Q3 2024 | 41.3K | $9M | +2.40% |
| Q2 2024 | 46.3K | $9M | +2.54% |
| Q1 2024 | 46.9K | $9M | +2.43% |
| Q4 2023 | 49.9K | $8M | +2.97% |
| Q2 2023 | 53.4K | $8M | +2.07% |
| Q1 2023 | 53.8K | $7M | +1.86% |
| Q4 2022 | 55.5K | $7M | +2.00% |
| Q3 2022 | 55.0K | $6M | +1.59% |
| Q2 2022 | 55.5K | $6M | +1.54% |
| Q1 2022 | 54.0K | $7M | +1.53% |
| Q3 2021 | 54.0K | $9M | +1.97% |
| Q2 2021 | 54.0K | $8M | +1.99% |
| Q1 2021 | 88.1K | $5M | +3.71% |
| Q4 2020 | 74.2K | $9M | +2.56% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Wealth Advisory Solutions, LLC’s full portfolio or all institutional holders of JPM.