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Position history for AE Wealth Management LLCAE Wealth Management LLC's holdings in JPMORGAN CHASE & CO

AE Wealth Management LLC holds 504,021 shares of JPM (JPMORGAN CHASE & CO), worth $165M as of 2026-Q2. The position was increased (+8.7% shares). JPM represents 0.8% of AE Wealth Management LLC's portfolio.

Current Value

$165M

Current Shares

504,021

Total Value Change

+$90.9M

Total Shares Change

+152,823

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
504,021
+8.7%
$165M0.8%$325.86
47
2026-Q1
Decreased
463,812
-10.2%
$136.4M0.7%$300.26
0
2025-Q4
Increased
516,607
+8.1%
$166.5M1.0%$321.97
46
2025-Q3
Increased
478,045
+11.6%
$150.8M1.0%$312.75
48
2025-Q2
Increased
428,184
+7.8%
$124.1M0.9%$283.07
46
2025-Q1
Increased
397,363
+4.3%
$97.5M0.8%$237.97
44
2024-Q4
Increased
380,822
+8.4%
$91.3M0.8%$233.31
46
2024-Q3
Decreased
351,198
-20.1%
$74.1M0.7%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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