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JPMorgan Chase & Co. shares owned by Guardian Wealth Advisors, Llc / Nc

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Guardian Wealth Advisors, Llc / Nc from 13F filings

Historical chart of Guardian Wealth Advisors, Llc / Nc investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Guardian Wealth Advisors, Llc / Nc consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Guardian Wealth Advisors, Llc / Nc

Quarter filed Position value Share count Share price at filing
2023-09-30 $3.4M 24k 145.02
2023-06-30 $3.4M 24k 145.44
2023-03-31 $3.0M 23k 130.31
2022-12-31 $2.8M 21k 134.10
2022-09-30 $2.2M 21k 104.49
2022-06-30 $2.2M 20k 112.60
2022-03-31 $1.4M 10k 136.36
2021-12-31 $418k 2.6k 158.15