JPMorgan Chase & Co. shares owned by Guardian Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Guardian Wealth Management
from 13F filings
Historical chart of Guardian Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Guardian Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $212k | 671 | 315.24 |
| 2025-03-31 | $164k | 668 | 245.37 |
| 2024-12-31 | $167k | 697 | 239.76 |
| 2024-09-30 | $150k | 711 | 210.86 |
| 2024-06-30 | $143k | 707 | 202.36 |
| 2024-03-31 | $145k | 725 | 200.35 |
| 2023-12-31 | $123k | 721 | 170.05 |
| 2023-09-30 | $104k | 715 | 145.11 |
| 2023-06-30 | $103k | 711 | 145.42 |
| 2023-03-31 | $92k | 706 | 130.28 |
| 2022-12-31 | $92k | 682 | 134.09 |
| 2022-09-30 | $72k | 685 | 105.11 |
| 2022-06-30 | $77k | 683 | 112.74 |
| 2022-03-31 | $93k | 681 | 136.56 |
| 2021-12-31 | $108k | 679 | 159.06 |
More positions owned by Guardian Wealth Management
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