JPMorgan Chase & Co. shares owned by Strata Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strata Wealth Advisors
from 13F filings
Historical chart of Strata Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strata Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $497k | 1.6k | 315.51 |
| 2025-06-30 | $453k | 1.6k | 289.98 |
| 2025-03-31 | $328k | 1.3k | 245.35 |
| 2024-12-31 | $318k | 1.3k | 239.73 |
| 2024-09-30 | $270k | 1.3k | 210.86 |
| 2024-06-30 | $243k | 1.2k | 202.23 |
| 2024-03-31 | $217k | 1.1k | 200.24 |
| 2023-12-31 | $201k | 1.2k | 170.03 |
| 2023-03-31 | $215k | 1.6k | 130.29 |
| 2022-12-31 | $230k | 1.7k | 134.08 |