JPMorgan Chase & Co. shares owned by Cardinal Strategic Wealth Guidance
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cardinal Strategic Wealth Guidance
from 13F filings
Historical chart of Cardinal Strategic Wealth Guidance investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Cardinal Strategic Wealth Guidance consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Cardinal Strategic Wealth Guidance
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.1k | 315.43 |
| 2025-06-30 | $1.2M | 4.1k | 289.91 |
| 2025-03-31 | $1.0M | 4.1k | 245.30 |
| 2024-12-31 | $1.4M | 5.8k | 239.71 |
| 2024-09-30 | $912k | 4.3k | 210.86 |
| 2024-06-30 | $875k | 4.3k | 202.26 |
| 2024-03-31 | $823k | 4.1k | 200.30 |
| 2023-12-31 | $786k | 4.6k | 170.17 |
| 2023-09-30 | $674k | 4.6k | 145.02 |
| 2023-06-30 | $673k | 4.6k | 144.76 |
| 2023-03-31 | $605k | 4.7k | 129.78 |
| 2022-12-31 | $671k | 5.0k | 133.82 |
| 2022-09-30 | $538k | 5.1k | 105.02 |
| 2022-06-30 | $633k | 5.6k | 113.34 |
| 2022-03-31 | $778k | 5.7k | 137.46 |
| 2021-12-31 | $952k | 6.0k | 158.40 |
| 2021-09-30 | $986k | 6.0k | 163.73 |
| 2021-06-30 | $955k | 6.2k | 155.26 |
| 2021-03-31 | $965k | 6.3k | 152.79 |
| 2020-12-31 | $804k | 6.3k | 126.67 |
| 2020-09-30 | $610k | 6.4k | 95.97 |
| 2020-06-30 | $622k | 6.6k | 93.80 |
| 2020-03-31 | $566k | 6.2k | 90.84 |
| 2019-12-31 | $916k | 6.6k | 139.21 |
More positions owned by Cardinal Strategic Wealth Guidance
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