Position history for Allworth Financial LP's holdings in JPMORGAN CHASE & CO
Allworth Financial LP holds 411,708 shares of JPM (JPMORGAN CHASE & CO), worth $121.1M as of 2026-Q1. The position was decreased. JPM represents 0.5% of Allworth Financial LP's portfolio.
Current Value
$121.1M
Current Shares
411,708
Total Value Change
+$62.9M
Total Shares Change
+134,291
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 411,708 |
0.0% |
| $121.1M |
| 0.5% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 411,727 | +12.2% | $132.7M | 0.5% | $321.97 | 48 |
| 2025-Q3 | Increased | 367,126 | +0.8% | $115.8M | 0.5% | $312.75 | 43 |
| 2025-Q2 | Increased | 364,388 | +8.6% | $105.6M | 0.5% | $283.07 | 46 |
| 2025-Q1 | Decreased | 335,592 | -1.0% | $82.1M | 0.5% | $237.97 | 0 |
| 2024-Q4 | Increased | 338,900 | +24.9% | $89.1M | 0.5% | $233.31 | 44 |
| 2024-Q3 | Decreased | 271,337 | -2.2% | $57.2M | 0.3% | $203.96 | 0 |
| 2024-Q2 | Increased | 277,417 | +223.4% | $58.2M | 0.4% | $194.90 | 57 |