JPMorgan Chase & Co. shares owned by Stratos Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Stratos Wealth Partners
from 13F filings
Historical chart of Stratos Wealth Partners investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Stratos Wealth Partners consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in JPMorgan Chase & Co. by Stratos Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $53M | 250k | 210.86 |
| 2024-06-30 | $45M | 220k | 202.26 |
| 2024-03-31 | $45M | 223k | 200.30 |
| 2023-12-31 | $38M | 221k | 170.10 |
| 2023-09-30 | $32M | 221k | 145.02 |
| 2023-06-30 | $31M | 211k | 145.44 |
| 2023-03-31 | $25M | 194k | 130.31 |
| 2022-12-31 | $28M | 211k | 134.10 |
| 2022-09-30 | $23M | 219k | 104.50 |
| 2022-06-30 | $28M | 248k | 112.61 |
| 2022-03-31 | $33M | 242k | 136.32 |
| 2021-12-31 | $37M | 232k | 158.35 |
| 2021-09-30 | $37M | 227k | 163.69 |
| 2021-06-30 | $35M | 225k | 155.54 |
| 2021-03-31 | $34M | 225k | 152.23 |
| 2020-12-31 | $28M | 223k | 127.07 |
| 2020-09-30 | $22M | 227k | 96.27 |
| 2020-06-30 | $22M | 230k | 94.06 |
| 2020-03-31 | $20M | 223k | 90.03 |
| 2019-12-31 | $25M | 181k | 139.40 |
| 2019-09-30 | $21M | 180k | 117.69 |
| 2019-06-30 | $20M | 178k | 111.80 |
| 2019-03-31 | $18M | 177k | 101.23 |
| 2018-12-31 | $17M | 169k | 97.62 |
| 2018-09-30 | $19M | 169k | 112.84 |
| 2018-06-30 | $18M | 169k | 104.20 |
| 2018-03-31 | $19M | 175k | 109.97 |
| 2017-12-31 | $18M | 166k | 106.94 |
| 2017-09-30 | $16M | 169k | 95.51 |
| 2017-06-30 | $16M | 175k | 91.40 |
| 2017-03-31 | $15M | 167k | 87.84 |
| 2016-12-31 | $12M | 143k | 86.29 |
| 2016-09-30 | $8.7M | 131k | 66.59 |
| 2016-06-30 | $5.7M | 92k | 62.14 |
| 2016-03-31 | $4.1M | 69k | 59.23 |
| 2015-12-31 | $4.2M | 64k | 66.03 |
| 2015-09-30 | $4.6M | 75k | 60.96 |
| 2015-06-30 | $4.0M | 58k | 67.76 |
| 2015-03-31 | $4.3M | 71k | 60.59 |
| 2014-12-31 | $4.1M | 65k | 62.59 |
| 2014-09-30 | $3.3M | 55k | 60.24 |
| 2014-06-30 | $3.0M | 53k | 57.69 |