Back to Wealthfront Advisers LLC Wealthfront Advisers LLC

JPMJPM
30 quarters

Position history for Wealthfront Advisers LLCWealthfront Advisers LLC's holdings in JPMORGAN CHASE & CO

Wealthfront Advisers LLC holds 372,908 shares of JPM (JPMORGAN CHASE & CO), worth $122.1M as of 2026-Q2. The position was increased (+0.9% shares). JPM represents 0.2% of Wealthfront Advisers LLC's portfolio.

Current Value

$122.1M

Current Shares

372,908

Total Value Change

+$108.4M

Total Shares Change

+237,456

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
372,908
+0.9%
$122.1M0.2%$325.86
36
2026-Q1
Increased
369,745
+2.8%
$108.8M0.2%$300.26
37
2025-Q4
Increased
359,778
+0.5%
$115.9M0.3%$321.97
36
2025-Q3
Increased
357,899
+1.8%
$112.9M0.3%$312.75
37
2025-Q2
Increased
351,484
+10.5%
$101.9M0.3%$283.07
40
2025-Q1
Increased
317,991
+10.0%
$78M0.2%$237.97
39
2024-Q4
Increased
289,162
+6.2%
$69.3M0.2%$233.31
38
2024-Q3
Increased
272,416
+0.6%
$57.4M0.2%$203.96
35
2024-Q2
Increased
270,909
+2.3%
$54.8M0.2%$194.90
36
2024-Q1
Increased
264,806
+0.6%
$53M0.2%$191.89
35
2023-Q4
Increased
263,312
+4.9%
$44.8M0.2%$161.96
37
2023-Q3
Increased
251,039
+1.2%
$36.4M0.2%$137.07
35
2023-Q2
Decreased
247,995
-0.0%
$36.1M0.2%$134.64
0
2023-Q1
Increased
248,082
+1.5%
$32.3M0.1%$119.92
35
2022-Q4
Increased
244,421
+7.5%
$32.8M0.2%$123.99
37
2022-Q3
Increased
227,340
+5.6%
$23.8M0.1%$97.28
36
2022-Q2
Increased
215,285
+14.2%
$24.2M0.1%$104.73
39
2022-Q1
Decreased
188,499
-7.7%
$25.7M0.1%$126.72
0
2021-Q4
Increased
204,126
+2.6%
$32.3M0.1%$142.04
35
2021-Q3
Increased
198,920
+12.6%
$32.6M0.2%$147.85
39
2021-Q2
Increased
176,682
+1.8%
$27.5M0.1%$136.54
35
2021-Q1
Increased
173,561
+8.7%
$26.4M0.1%$136.04
37
2020-Q4
Increased
159,667
+13.4%
$20.3M0.1%$109.61
38
2020-Q3
Increased
140,810
+4.2%
$13.6M0.1%$82.60
29
2020-Q2
Increased
135,137
+6.2%
$12.7M0.1%$79.79
30
2020-Q1
Decreased
127,268
-20.4%
$11.5M0.1%$79.39
0
2019-Q4
Increased
159,951
+7.5%
$22.3M0.2%$116.96
37
2019-Q3
Decreased
148,856
-0.3%
$17.5M0.1%$98.53
0
2019-Q2
Increased
149,319
+10.2%
$16.7M0.1%$92.92
37
2019-Q1
New
135,452
-
$13.7M0.1%$83.49
46

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used