JPMorgan Chase & Co. shares owned by Strategic Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strategic Wealth Advisors
from 13F filings
Historical chart of Strategic Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-09-30 | $4.0M | 38k | 104.49 |
| 2022-06-30 | $5.6M | 49k | 113.88 |
| 2022-03-31 | $6.2M | 46k | 134.67 |
| 2021-12-31 | $5.8M | 36k | 160.92 |
| 2021-09-30 | $6.4M | 39k | 163.24 |
| 2021-06-30 | $6.1M | 39k | 155.55 |
| 2021-03-31 | $6.4M | 42k | 152.23 |
| 2020-12-31 | $4.1M | 33k | 127.06 |
| 2020-09-30 | $2.9M | 30k | 96.27 |
| 2020-06-30 | $3.0M | 32k | 93.28 |
| 2020-03-31 | $2.5M | 29k | 85.55 |
| 2019-12-31 | $3.6M | 26k | 139.65 |
| 2019-09-30 | $3.2M | 27k | 115.87 |
| 2019-06-30 | $2.7M | 24k | 113.13 |
| 2019-03-31 | $3.5M | 33k | 103.84 |
| 2018-12-31 | $2.3M | 23k | 99.73 |
| 2018-09-30 | $2.8M | 25k | 112.04 |
| 2018-03-31 | $4.9M | 45k | 109.96 |
| 2017-12-31 | $1.8M | 17k | 106.95 |
| 2016-09-30 | $1.9M | 28k | 66.57 |
| 2016-06-30 | $1.4M | 22k | 62.12 |
| 2015-12-31 | $1.1M | 17k | 66.05 |
| 2015-09-30 | $862k | 14k | 60.98 |
| 2015-06-30 | $687k | 10k | 67.76 |
| 2014-12-31 | $589k | 9.4k | 62.58 |
| 2014-09-30 | $495k | 8.2k | 60.24 |
| 2014-06-30 | $479k | 8.3k | 57.62 |