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Showing 8 of 9 quarters

Position history for Steward Partners Investment Advisory, LLCSteward Partners Investment Advisory, LLC's holdings in JPMORGAN CHASE FINL CO LLC

Steward Partners Investment Advisory, LLC holds 18,258 shares of AMJB (JPMORGAN CHASE FINL CO LLC), worth $629,718 as of 2026-Q2. The position was decreased (-0.3% shares). AMJB represents 0.0% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$629,718

Current Shares

18,258

Total Value Change

+$374,659

Total Shares Change

+9,296

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
18,258
-0.3%
$629,7180.0%$34.49
0
2026-Q1
Decreased
18,314
-6.6%
$633,1150.0%$34.38
0
2025-Q4
Decreased
19,606
-14.8%
$586,4150.0%$29.84
0
2025-Q3
Increased
23,023
+4.4%
$679,6390.0%$29.00
26
2025-Q2
Increased
22,060
+44.0%
$667,5360.0%$29.52
33
2025-Q1
Increased
15,317
+41.2%
$497,4960.0%$31.09
32
2024-Q4
Increased
10,848
+21.0%
$320,1240.0%$27.48
28
2024-Q3
Decreased
8,962
-15.6%
$255,0590.0%$26.28
0

Other major holders of AMJB: JPMORGAN CHASE & CO, CIBC Bancorp USA Inc., CIBC Private Wealth Group LLC

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