JPMorgan Chase & Co. shares owned by Steward Partners Investment Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Steward Partners Investment Advisory
from 13F filings
Historical chart of Steward Partners Investment Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Steward Partners Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $294M | 930k | 315.43 |
| 2025-06-30 | $199M | 686k | 289.91 |
| 2025-03-31 | $164M | 667k | 245.30 |
| 2024-12-31 | $153M | 637k | 239.71 |
| 2024-09-30 | $130M | 617k | 210.86 |
| 2024-06-30 | $113M | 559k | 202.26 |
| 2024-03-31 | $114M | 570k | 200.30 |
| 2023-12-31 | $81M | 473k | 170.10 |
| 2023-09-30 | $68M | 467k | 145.02 |
| 2023-06-30 | $71M | 486k | 145.44 |
| 2023-03-31 | $60M | 462k | 130.31 |
| 2022-12-31 | $62M | 459k | 134.10 |
| 2022-09-30 | $44M | 418k | 104.50 |
| 2022-06-30 | $43M | 384k | 112.61 |
| 2022-03-31 | $54M | 399k | 136.32 |
| 2021-12-31 | $65M | 408k | 158.35 |
| 2021-09-30 | $62M | 379k | 163.69 |
| 2021-03-31 | $54M | 355k | 152.23 |
| 2020-09-30 | $29M | 297k | 96.27 |
| 2020-06-30 | $25M | 269k | 94.06 |
| 2020-03-31 | $22M | 242k | 90.03 |
| 2019-12-31 | $32M | 228k | 139.40 |
| 2019-09-30 | $27M | 227k | 117.69 |
| 2019-06-30 | $24M | 218k | 111.80 |
| 2019-03-31 | $21M | 206k | 101.23 |
| 2018-12-31 | $21M | 211k | 97.62 |
| 2018-09-30 | $22M | 193k | 112.84 |
| 2018-06-30 | $17M | 162k | 104.20 |
| 2018-03-31 | $16M | 145k | 109.96 |
| 2017-12-31 | $14M | 135k | 106.94 |
| 2017-09-30 | $9.4M | 98k | 95.51 |
| 2017-06-30 | $8.1M | 89k | 91.40 |
| 2017-03-31 | $6.2M | 70k | 87.84 |
| 2016-12-31 | $4.0M | 47k | 86.27 |
More positions owned by Steward Partners Investment Advisory
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