Spire Wealth Management’s Jpmorgan Chase & Co Position
Does Spire Wealth Management own Jpmorgan Chase & Co (JPM)? Yes — 73.2K shares worth $22M (+0.73% of its 13F portfolio) as of Q1 2026, down from 74.5K shares the prior filed quarter.
Position Value
$22M
Q1 2026
Shares
73.2K
% of Portfolio
+0.73%
Quarters Held
21
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 73.2K | $22M | +0.73% |
| Q4 2025 | 74.5K | $24M | +0.80% |
| Q3 2025 | 73.0K | $23M | +0.78% |
| Q2 2025 | 66.5K | $19M | +0.68% |
| Q1 2025 | 99.2K | $24M | +0.78% |
| Q4 2024 | 95.1K | $23M | +0.71% |
| Q3 2024 | 94.1K | $20M | +0.67% |
| Q2 2024 | 98.5K | $20M | +0.70% |
| Q1 2024 | 108.9K | $39M | +0.71% |
| Q4 2023 | 106.3K | $18M | +0.60% |
| Q3 2023 | 99.7K | $14M | +0.55% |
| Q2 2023 | 49.5K | $7M | +0.27% |
| Q1 2023 | 59.4K | $8M | +0.30% |
| Q4 2022 | 39.6K | $5,310 | +0.30% |
| Q3 2022 | 32.6K | $3M | +0.21% |
| Q2 2022 | 61.2K | $7M | +0.28% |
| Q1 2022 | 86.5K | $12M | +0.32% |
| Q4 2021 | 228.9K | $36M | +0.80% |
| Q3 2021 | 200.7K | $33M | +0.88% |
| Q2 2021 | 196.2K | $31M | +0.83% |
| Q1 2021 | 224.4K | $34M | +0.90% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spire Wealth Management’s full portfolio or all institutional holders of JPM.