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Position history for Allworth Financial LPAllworth Financial LP's holdings in JPMORGAN CHASE & CO

Allworth Financial LP holds 369,423 shares of JPM (JPMORGAN CHASE & CO), worth $120.9M as of 2026-Q2. The position was decreased (-10.3% shares). JPM represents 0.5% of Allworth Financial LP's portfolio.

Current Value

$120.9M

Current Shares

369,423

Total Value Change

+$63.7M

Total Shares Change

+98,086

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
369,423
-10.3%
$120.9M0.5%$325.86
0
2026-Q1
Decreased
411,708
0.0%
$121.1M0.5%$300.26
0
2025-Q4
Increased
411,727
+12.2%
$132.7M0.5%$321.97
48
2025-Q3
Increased
367,126
+0.8%
$115.8M0.5%$312.75
43
2025-Q2
Increased
364,388
+8.6%
$105.6M0.5%$283.07
46
2025-Q1
Decreased
335,592
-1.0%
$82.1M0.5%$237.97
0
2024-Q4
Increased
338,900
+24.9%
$89.1M0.5%$233.31
44
2024-Q3
Decreased
271,337
-2.2%
$57.2M0.3%$203.96
0

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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