Back to Private Advisor Group, LLC Private Advisor Group, LLC

JPMJPM
30 quarters

Position history for Private Advisor Group, LLCPrivate Advisor Group, LLC's holdings in JPMORGAN CHASE & CO

Private Advisor Group, LLC holds 306,392 shares of JPM (JPMORGAN CHASE & CO), worth $100.3M as of 2026-Q2. The position was decreased (-16.1% shares). JPM represents 0.5% of Private Advisor Group, LLC's portfolio.

Current Value

$100.3M

Current Shares

306,392

Total Value Change

+$75.9M

Total Shares Change

+65,975

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
306,392
-16.1%
$100.3M0.5%$325.86
0
2026-Q1
Decreased
365,394
-2.1%
$107.5M0.5%$300.26
0
2025-Q4
Increased
373,153
+2.2%
$120.2M0.6%$321.97
43
2025-Q3
Decreased
365,087
-0.2%
$115.2M0.6%$312.75
0
2025-Q2
Increased
365,982
+4.2%
$106.1M0.6%$283.07
44
2025-Q1
Decreased
351,234
-41.4%
$86.2M0.5%$237.97
0
2024-Q4
Increased
599,062
+80.0%
$143.6M0.8%$233.31
65
2024-Q3
Decreased
332,742
-0.0%
$70.5M0.4%$203.96
0
2024-Q2
Increased
332,828
+0.2%
$67M0.4%$194.90
35
2024-Q1
Decreased
332,278
-3.4%
$66.6M0.5%$191.89
0
2023-Q4
Increased
343,791
+5.1%
$58.5M0.5%$161.96
37
2023-Q3
Decreased
327,207
-2.0%
$47.4M0.4%$137.07
0
2023-Q2
Increased
333,765
+3.4%
$49.4M0.4%$134.64
36
2023-Q1
Increased
322,936
+7.0%
$42.1M0.4%$119.92
37
2022-Q4
Increased
301,802
+0.3%
$7.3M0.4%$123.99
33
2022-Q3
Decreased
300,946
-21.4%
$31.4M0.4%$97.28
0
2022-Q2
Decreased
382,938
-5.0%
$43.1M0.4%$104.73
0
2022-Q1
Increased
403,030
+18.4%
$54.9M0.4%$126.72
41
2021-Q4
Decreased
340,415
-21.7%
$53.9M0.4%$142.04
0
2021-Q3
Increased
434,750
+44.8%
$71.2M0.5%$147.85
48
2021-Q2
Decreased
300,341
-3.1%
$46.7M0.4%$136.54
0
2021-Q1
Increased
309,969
+7.0%
$47.2M0.5%$136.04
37
2020-Q4
Decreased
289,583
-3.0%
$36.8M0.4%$109.61
0
2020-Q3
Increased
298,575
+0.4%
$28M0.4%$82.60
34
2020-Q2
Increased
297,318
+15.8%
$27.4M0.4%$79.79
40
2020-Q1
Increased
256,711
+5.9%
$23.1M0.4%$79.39
36
2019-Q4
Decreased
242,457
-11.5%
$33.8M0.5%$116.96
0
2019-Q3
Increased
273,891
+18.7%
$32.7M0.5%$98.53
48
2019-Q2
Decreased
230,808
-4.0%
$25.8M0.5%$92.92
0
2019-Q1
New
240,417
-
$24.4M0.5%$83.49
47

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

Analytics tracking helps us improve the product. Essential functions stay on either way. How analytics data is used