JPMorgan Chase & Co. shares owned by Safeguard Investment Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Safeguard Investment Advisory Group
from 13F filings
Historical chart of Safeguard Investment Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Safeguard Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Safeguard Investment Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.3M | 4.0k | 315.46 |
| 2025-06-30 | $1.2M | 4.0k | 289.75 |
| 2025-03-31 | $1.0M | 4.3k | 245.64 |
| 2024-12-31 | $717k | 3.0k | 239.79 |
| 2024-09-30 | $606k | 2.9k | 210.90 |
| 2024-06-30 | $453k | 2.2k | 202.41 |
| 2024-03-31 | $543k | 2.7k | 200.25 |
| 2023-12-31 | $495k | 2.9k | 170.15 |
| 2023-09-30 | $420k | 2.9k | 145.08 |
| 2023-06-30 | $438k | 3.0k | 145.55 |
| 2023-03-31 | $315k | 2.4k | 130.33 |
| 2022-12-31 | $299k | 2.2k | 134.25 |
| 2022-09-30 | $214k | 2.0k | 104.44 |
| 2020-12-31 | $126k | 993 | 126.89 |
More positions owned by Safeguard Investment Advisory Group
View all positions for Safeguard Investment Advisory Group