Ownership history in Wiser Advisor Group LLC · 9 quarters on record
This page tracks every 13F SEC filing in which Wiser Advisor Group LLC reported a position in JPMORGAN CHASE (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 6,436 | +69 | +1.1% | 2.37% | $2.1M | $320.77 |
| 2025 Q3 | ADDED | 6,367 | +175 | +2.8% | 2.50% | $2.0M | $312.49 |
| 2025 Q2 | REDUCED | 6,192 | -1,192 | -16.1% | 3.12% | $1.8M | $285.83 |
| 2025 Q1 | ADDED | 7,384 | +262 | +3.7% | 2.67% | $1.8M | $240.37 |
| 2024 Q4 | ADDED | 7,122 | +289 | +4.2% | 2.48% | $1.7M | $233.69 |
| 2024 Q3 | REDUCED | 6,833 | -96 | -1.4% | 2.15% | $1.4M | $204.31 |
| 2024 Q2 | ADDED | 6,929 | +115 | +1.7% | 2.20% | $1.4M | $194.90 |
| 2024 Q1 | REDUCED | 6,814 | -238 | -3.4% | 2.15% | $1.4M | $191.89 |
| 2023 Q4 | INITIATED | 7,052 | — | — | 1.99% | $1.2M | — |
As of 2025 Q4 — sorted by position size