JPMorgan Chase & Co. shares owned by Advisor Group Holdings
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Advisor Group Holdings
from 13F filings
Historical chart of Advisor Group Holdings investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Advisor Group Holdings
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $390M | 1.2M | 315.42 |
| 2025-06-30 | $244M | 841k | 289.90 |
| 2025-03-31 | $200M | 816k | 245.29 |
| 2024-12-31 | $171M | 797k | 214.36 |
| 2024-09-30 | $187M | 884k | 211.08 |
| 2024-03-31 | $202M | 1.0M | 200.49 |
| 2023-12-31 | $232M | 1.4M | 170.26 |
| 2023-09-30 | $257M | 1.8M | 145.10 |
| 2023-06-30 | $69M | 3.6M | 18.87 |
| 2023-03-31 | $173M | 1.3M | 130.45 |
| 2022-12-31 | $177M | 1.3M | 134.25 |
| 2022-09-30 | $126M | 1.2M | 104.61 |
| 2022-06-30 | $130M | 1.2M | 112.72 |
| 2022-03-31 | $153M | 1.1M | 136.45 |
| 2021-12-31 | $175M | 1.1M | 158.48 |
| 2021-09-30 | $173M | 1.1M | 163.84 |
| 2021-06-30 | $160M | 1.0M | 155.67 |
| 2021-03-31 | $152M | 998k | 152.35 |
| 2020-12-31 | $122M | 962k | 127.18 |
| 2020-09-30 | $95M | 983k | 96.35 |
| 2020-06-30 | $85M | 906k | 94.15 |
| 2020-03-31 | $436M | 4.8M | 90.12 |