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.
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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 |
|---|---|---|---|
| 2025-09-30 | $733k | 2.3k | 315.43 |
| 2025-06-30 | $663k | 2.3k | 289.91 |
| 2025-03-31 | $628k | 2.6k | 245.33 |
| 2024-12-31 | $613k | 2.6k | 239.74 |
| 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 |
More positions owned by Stonebridge Financial Planning Group
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