JPMorgan Chase & Co. shares owned by Sweet Financial Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Sweet Financial Partners
from 13F filings
Historical chart of Sweet Financial Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Sweet Financial Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $651k | 3.1k | 210.83 |
| 2024-06-30 | $656k | 3.2k | 202.26 |
| 2024-03-31 | $676k | 3.4k | 200.27 |
| 2023-12-31 | $787k | 4.6k | 170.09 |
| 2023-09-30 | $681k | 4.7k | 145.01 |
| 2023-06-30 | $700k | 4.8k | 145.44 |
| 2023-03-31 | $635k | 4.9k | 130.31 |
| 2022-12-31 | $688k | 5.1k | 134.11 |
| 2022-09-30 | $456k | 4.4k | 104.44 |
| 2022-06-30 | $888k | 7.9k | 112.60 |
| 2022-03-31 | $760k | 5.6k | 136.25 |
| 2021-12-31 | $343k | 2.2k | 158.36 |