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JPM SPX due 8/28/2025 shares owned by MAI Wealth Advisors

Quarter-by-quarter ownership of JPM SPX due 8/28/2025 shares owned by MAI Wealth Advisors from 13F filings

Historical chart of MAI Wealth Advisors investment in JPM SPX due 8/28/2025

Tip: Access up to 7 years of quarterly data

All positions including JPM SPX due 8/28/2025 held by MAI Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPM SPX due 8/28/2025 by MAI Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.9M 5.7M 1.22
2023-12-31 $6.6M 5.7M 1.16
2023-09-30 $6.1M 5.7M 1.07
2023-06-30 $6.2M 5.7M 1.08
2023-03-31 $5.9M 5.8M 1.01

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Top funds holding JPM SPX due 8/28/2025

MAI Wealth Advisors

View all funds holding JPM SPX due 8/28/2025