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FSA Wealth Management LLC

SEC CIK
0001804256
Latest filing
Nov 17, 2025

JPM holding history

JPMorgan Chase & Co in every 13F filed by FSA Wealth Management LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q3 2025 holdings

Shares (Q3 2025)
1,781
Value
$561.8K
% of portfolio
0.2%
Quarters held
15
Since Q3 2021
Holdings of JPM by FSA Wealth Management LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q3 20251,781$561.8K0.2%−400−18.3%ReducedHolders
Q2 20252,181$632.2K0.2%+5+0.2%AddedHolders
Q1 20252,176$533.7K0.2%+130+6.4%AddedHolders
Q4 20242,046$490.5K0.2%−175−7.9%ReducedHolders
Q3 20242,221$468.4K0.2%–No prior filingHolders
Q2 2024––––Not filedHolders
Q1 20241,774$355.3K0.2%−149−7.7%ReducedHolders
Q4 20231,923$327.0K0.2%−1,061−35.6%ReducedHolders
Q3 20232,984$432.8K0.2%+108+3.8%AddedHolders
Q2 20232,876$418.3K0.2%+31+1.1%AddedHolders
Q1 20232,845$370.8K0.2%−169−5.6%ReducedHolders
Q4 20223,014$404.2K0.2%+23+0.8%AddedHolders
Q3 20222,991$313.0K0.2%+2,991NewHolders
Q2 20220$00.0%−2,282−100.0%Sold outHolders
Q1 20222,282$361.0K0.2%00.0%UnchangedHolders
Q4 20212,282$361.0K0.2%+102+4.7%AddedHolders
Q3 20212,180$357.0K0.2%+2,180NewHolders