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JPMorgan Chase & Co. shares owned by Stonebridge Financial Planning Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stonebridge Financial Planning Group from 13F filings

Historical chart of Stonebridge Financial Planning Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Stonebridge Financial Planning Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Stonebridge Financial Planning Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $418k 2.0k 210.86
2021-12-31 $139k 950 146.32
2021-09-30 $162k 950 170.53
2021-06-30 $166k 1.1k 158.10
2021-03-31 $164k 1.1k 156.19
2020-12-31 $133k 1.1k 126.67
2020-09-30 $107k 1.1k 101.90
2020-06-30 $158k 1.7k 92.94
2020-03-31 $170k 1.8k 94.55
2019-12-31 $237k 1.7k 139.41