JPMorgan Chase & Co. shares owned by Stratos Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stratos Wealth Advisors
from 13F filings
Historical chart of Stratos Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Stratos Wealth Advisors 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 Stratos Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $14M | 64k | 210.86 |
| 2024-06-30 | $13M | 64k | 202.26 |
| 2024-03-31 | $13M | 67k | 200.30 |
| 2023-12-31 | $15M | 88k | 170.10 |
| 2023-09-30 | $12M | 80k | 145.02 |
| 2023-06-30 | $8.9M | 61k | 145.44 |
| 2023-03-31 | $8.0M | 62k | 130.31 |
| 2022-12-31 | $8.6M | 64k | 134.10 |
| 2022-09-30 | $3.2M | 31k | 104.51 |
| 2022-06-30 | $5.4M | 48k | 112.62 |
| 2022-03-31 | $6.1M | 45k | 136.32 |
| 2021-12-31 | $7.3M | 46k | 158.35 |
| 2021-09-30 | $7.3M | 45k | 163.70 |
| 2021-06-30 | $6.2M | 40k | 155.54 |
| 2021-03-31 | $5.3M | 35k | 152.24 |
| 2020-12-31 | $3.6M | 28k | 127.08 |
| 2020-09-30 | $2.2M | 22k | 96.29 |
| 2020-06-30 | $2.0M | 21k | 94.05 |
| 2020-03-31 | $891k | 9.9k | 90.07 |
| 2019-12-31 | $948k | 6.8k | 139.43 |
| 2019-09-30 | $1.5M | 13k | 117.66 |
| 2019-06-30 | $1.4M | 12k | 111.80 |
| 2019-03-31 | $1.2M | 12k | 101.26 |
| 2018-12-31 | $1.2M | 12k | 97.61 |