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

AE Wealth Management LLC holds 463,812 shares of JPM (JPMORGAN CHASE & CO), worth $136.4M as of 2026-Q1. The position was decreased (-10.2% shares). JPM represents 0.7% of AE Wealth Management LLC's portfolio.

Current Value

$136.4M

Current Shares

463,812

Total Value Change

+$47.6M

Total Shares Change

+24,413

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
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
2024-Q2
Increased
439,399
+20.5%
$88.9M0.9%$194.90
50

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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