SEC 13F Intelligence

Spectrum Wealth Counsel, LLC / JPM

Spectrum Wealth Counsel, LLC’s Jpmorgan Chase & Co Position

Does Spectrum Wealth Counsel, LLC own Jpmorgan Chase & Co (JPM)? Yes — 56.9K shares worth $14M (+1.67% of its 13F portfolio) as of Q1 2025, down from 56.9K shares the prior filed quarter.

Position Value
$14M
Q1 2025
Shares
56.9K
% of Portfolio
+1.67%
Quarters Held
6
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $10MQ4 ’23Q1 ’24: $12MQ1 ’24Q2 ’24: $12MQ2 ’24Q3 ’24: $12MQ3 ’24Q4 ’24: $14MQ4 ’24Q1 ’25: $14MQ1 ’25filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202556.9K$14M+1.67%
Q4 202456.9K$14M+1.60%
Q3 202457.2K$12M+1.42%
Q2 202458.5K$12M+1.50%
Q1 202460.5K$12M+1.48%
Q4 202360.8K$10M+1.43%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Spectrum Wealth Counsel, LLC’s full portfolio or all institutional holders of JPM.