JPMorgan Chase & Co. shares owned by Strategic Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Strategic Wealth Partners
from 13F filings
Historical chart of Strategic Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $17M | 52k | 315.36 |
| 2025-06-30 | $18M | 62k | 289.91 |
| 2024-12-31 | $16M | 59k | 276.32 |
| 2024-09-30 | $11M | 52k | 210.86 |
| 2024-06-30 | $9.9M | 49k | 202.26 |
| 2024-03-31 | $11M | 54k | 200.30 |
| 2023-12-31 | $8.8M | 52k | 170.10 |
| 2023-09-30 | $6.3M | 43k | 145.02 |
| 2023-06-30 | $6.2M | 43k | 145.44 |
| 2023-03-31 | $5.5M | 42k | 130.31 |
| 2022-12-31 | $5.6M | 42k | 134.10 |
| 2022-09-30 | $4.0M | 38k | 104.50 |
| 2022-06-30 | $4.1M | 37k | 112.61 |
| 2022-03-31 | $4.9M | 36k | 136.31 |
| 2021-12-31 | $5.0M | 32k | 158.34 |
| 2021-09-30 | $4.9M | 30k | 163.69 |
| 2021-06-30 | $3.8M | 25k | 155.54 |
| 2021-03-31 | $3.1M | 21k | 152.23 |
| 2020-12-31 | $2.5M | 20k | 127.06 |
| 2020-09-30 | $1.9M | 19k | 96.26 |
| 2020-06-30 | $2.0M | 21k | 94.05 |
| 2020-03-31 | $2.2M | 16k | 139.40 |
| 2019-12-31 | $2.2M | 16k | 139.40 |
| 2019-09-30 | $1.9k | 17k | 0.12 |
| 2019-06-30 | $651k | 5.8k | 111.80 |
| 2019-03-31 | $628k | 6.0k | 104.58 |
| 2018-12-31 | $495k | 4.9k | 101.12 |
| 2018-09-30 | $517k | 4.6k | 112.91 |
| 2018-06-30 | $456k | 4.4k | 104.30 |
| 2018-03-31 | $434k | 3.9k | 109.96 |
| 2017-12-31 | $1.0M | 10k | 97.68 |