Position history for AE Wealth Management LLC's holdings in JPMORGAN CHASE & CO
AE Wealth Management LLC holds 516,607 shares of JPM (JPMORGAN CHASE & CO), worth $166.5M as of 2025-Q4. The position was increased (++8.1% shares). JPM represents 1.0% of AE Wealth Management LLC's portfolio.
Current Value
$166.5M
Current Shares
516,607
Total Value Change
+$77.6M
Total Shares Change
+77,208
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Increased |
| 516,607 |
+8.1% |
| $166.5M |
| 1.0% |
| $321.97 |
46 |
| 2025-Q3 | Increased | 478,045 | +11.6% | $150.8M | 1.0% | $312.75 | 48 |
| 2025-Q2 | Increased | 428,184 | +7.8% | $124.1M | 0.9% | $283.07 | 46 |
| 2025-Q1 | Increased | 397,363 | +4.3% | $97.5M | 0.8% | $237.97 | 44 |
| 2024-Q4 | Increased | 380,822 | +8.4% | $91.3M | 0.8% | $233.31 | 46 |
| 2024-Q3 | Decreased | 351,198 | -20.1% | $74.1M | 0.7% | $203.96 | 0 |
| 2024-Q2 | Increased | 439,399 | +20.5% | $88.9M | 0.9% | $194.90 | 50 |