JPMorgan Chase & Co. shares owned by Sovereign Financial Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sovereign Financial Group
from 13F filings
Historical chart of Sovereign Financial Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sovereign Financial Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.2M | 5.6k | 210.86 |
| 2024-06-30 | $1.1M | 5.5k | 202.26 |
| 2024-03-31 | $1.0M | 5.2k | 200.30 |
| 2023-12-31 | $808k | 4.8k | 170.10 |
| 2023-09-30 | $618k | 4.3k | 145.02 |
| 2023-06-30 | $702k | 4.8k | 145.44 |
| 2023-03-31 | $589k | 4.5k | 130.31 |
| 2022-12-31 | $609k | 4.5k | 134.10 |
| 2022-09-30 | $421k | 4.0k | 104.41 |
| 2022-06-30 | $459k | 4.1k | 112.56 |
| 2022-03-31 | $533k | 3.9k | 136.39 |
| 2021-12-31 | $526k | 3.3k | 158.24 |
| 2021-09-30 | $298k | 1.8k | 163.74 |
| 2021-06-30 | $348k | 2.3k | 152.10 |
| 2021-03-31 | $348k | 2.3k | 152.10 |
| 2020-12-31 | $213k | 1.7k | 127.01 |