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AMJAMJ
21 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JP MORGAN CHASE & CO

Steward Partners Investment Advisory, LLC previously held 0 shares of AMJ (JP MORGAN CHASE & CO), worth $0 as of 2024-Q2.

Final Value

$0

Final Shares

0

Total Value Change

-$19,000

Total Shares Change

-777

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2024-Q2
Latest
Exited
0
-100.0%
$00.0%$28.30
0
2024-Q1
Increased
17,096
+33.4%
$487,0650.0%$28.49
31
2023-Q4
Increased
12,816
+6.6%
$325,0140.0%$24.97
25
2023-Q3
Increased
12,020
+15.3%
$296,8940.0%$23.91
27
2023-Q2
Increased
10,422
+15.5%
$238,7680.0%$21.75
27
2023-Q1
Increased
9,022
+19.9%
$200,1980.0%$20.69
27
2022-Q4
Unchanged
7,522
0.0%
$163,6040.0%$19.97
0
2022-Q3
Decreased
7,522
-0.6%
$151,0000.0%$18.05
0
2022-Q2
Increased
7,569
+4.4%
$144,0000.0%$17.02
23
2022-Q1
Increased
7,249
+34.6%
$152,0000.0%$18.40
29
2021-Q4
Increased
5,385
+25.1%
$96,0000.0%$15.11
27
2021-Q3
Increased
4,304
+0.2%
$78,0000.0%$15.54
21
2021-Q2
Decreased
4,295
-64.4%
$84,0000.0%$15.97
0
2021-Q1
Increased
12,066
+270.0%
$100.2M0.0%$13.37
48
2020-Q4
Unchanged
3,261
0.0%
$45,0000.0%$11.02
0
2020-Q3
Unchanged
3,261
0.0%
$35,0000.0%$8.62
0
2020-Q2
Increased
3,261
+187.1%
$43,0000.0%$9.89
33
2020-Q1
Decreased
1,136
-58.7%
$10,0000.0%$6.16
0
2019-Q4
Decreased
2,753
-4.0%
$60,0000.0%$15.64
0
2019-Q3
Increased
2,868
+269.1%
$66,0000.0%$16.39
34
2019-Q2
New
777
-
$19,0000.0%$17.38
26

Other major holders of AMJ: CIBC Private Wealth Group LLC, Creative Planning

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