JPMorgan Chase & Co. shares owned by Sowell Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sowell Financial Services
from 13F filings
Historical chart of Sowell Financial Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sowell Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $22M | 69k | 315.43 |
| 2025-06-30 | $22M | 74k | 289.91 |
| 2025-03-31 | $18M | 74k | 245.30 |
| 2024-12-31 | $17M | 72k | 239.71 |
| 2024-09-30 | $16M | 75k | 210.86 |
| 2024-06-30 | $16M | 78k | 202.26 |
| 2024-03-31 | $17M | 83k | 200.30 |
| 2023-12-31 | $15M | 86k | 170.10 |
| 2023-09-30 | $13M | 87k | 145.02 |
| 2023-06-30 | $10M | 72k | 145.42 |
| 2023-03-31 | $7.6M | 59k | 130.31 |
| 2022-12-31 | $9.3M | 69k | 134.10 |
| 2022-09-30 | $6.4M | 61k | 104.50 |
| 2022-06-30 | $6.6M | 59k | 112.62 |
| 2022-03-31 | $1.8M | 14k | 130.43 |
| 2021-12-31 | $11M | 66k | 158.35 |
| 2021-09-30 | $12M | 73k | 163.69 |
| 2021-06-30 | $12M | 79k | 155.54 |
| 2021-03-31 | $19M | 120k | 160.69 |
| 2020-12-31 | $13M | 100k | 127.07 |
| 2020-09-30 | $9.3M | 97k | 96.27 |
| 2020-06-30 | $9.5M | 101k | 94.06 |
| 2020-03-31 | $7.8M | 87k | 90.03 |
| 2019-12-31 | $11M | 82k | 139.40 |
| 2019-09-30 | $9.2M | 78k | 117.69 |
| 2019-03-31 | $6.3M | 62k | 101.23 |
| 2018-12-31 | $5.2M | 53k | 97.63 |
| 2018-09-30 | $5.7M | 51k | 112.83 |
| 2018-06-30 | $5.9M | 52k | 113.89 |
| 2018-03-31 | $5.1M | 48k | 107.93 |