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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Quarterly reported holdings in JPMorgan Chase & Co. by Guardian Wealth Advisors, Llc / Nc
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.2M | 29k | 315.43 |
| 2025-06-30 | $8.4M | 29k | 289.91 |
| 2025-03-31 | $6.8M | 28k | 245.30 |
| 2024-12-31 | $6.4M | 27k | 239.71 |
| 2024-09-30 | $5.1M | 24k | 210.86 |
| 2024-06-30 | $4.9M | 24k | 202.26 |
| 2024-03-31 | $4.8M | 24k | 200.30 |
| 2023-12-31 | $4.1M | 24k | 170.10 |
| 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 | $1.5M | 9.4k | 158.40 |
More positions owned by Guardian Wealth Advisors, Llc / Nc
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