SEC 13F Intelligence

Wiser Advisor Group LLC / JPM

Wiser Advisor Group LLC’s Jpmorgan Chase & Co Position

Does Wiser Advisor Group LLC own Jpmorgan Chase & Co (JPM)? Yes — 6.4K shares worth $2M (+2.29% of its 13F portfolio) as of Q1 2026, up from 6.4K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
6.4K
% of Portfolio
+2.29%
Quarters Held
10
currently held

Position History JPM

Reported value by quarter
Q4 ’23: $1MQ4 ’23Q1 ’24: $1MQ2 ’24: $1MQ2 ’24Q3 ’24: $1MQ4 ’24: $2MQ4 ’24Q1 ’25: $2MQ2 ’25: $2MQ2 ’25Q3 ’25: $2MQ4 ’25: $2MQ4 ’25Q1 ’26: $2Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20266.4K$2M+2.29%
Q4 20256.4K$2M+2.37%
Q3 20256.4K$2M+2.50%
Q2 20256.2K$2M+3.12%
Q1 20257.4K$2M+2.67%
Q4 20247.1K$2M+2.48%
Q3 20246.8K$1M+2.15%
Q2 20246.9K$1M+2.20%
Q1 20246.8K$1M+2.15%
Q4 20237.1K$1M+1.99%

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