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JPMorgan Chase & Co. shares owned by Sovereign Financial Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sovereign Financial Group from 13F filings

Historical chart of Sovereign Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Sovereign Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Sovereign Financial Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 5.2k 200.30
2023-12-31 $808k 4.8k 170.10
2023-09-30 $618k 4.3k 145.02
2023-06-30 $702k 4.8k 145.44
2023-03-31 $589k 4.5k 130.31
2022-12-31 $609k 4.5k 134.10
2022-09-30 $421k 4.0k 104.41
2022-06-30 $459k 4.1k 112.56
2022-03-31 $533k 3.9k 136.39
2021-12-31 $526k 3.3k 158.24
2021-09-30 $298k 1.8k 163.74
2021-06-30 $348k 2.3k 152.10
2021-03-31 $348k 2.3k 152.10
2020-12-31 $213k 1.7k 127.01