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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Strategic Wealth Partners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Strategic Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |