Position history for Steward Partners Investment Advisory, LLC's holdings in JPMORGAN CHASE & CO
Steward Partners Investment Advisory, LLC holds 930,086 shares of JPM (JPMORGAN CHASE & CO), worth $299.7M as of 2025-Q4. The position was decreased (-0.0% shares). JPM represents 1.6% of Steward Partners Investment Advisory, LLC's portfolio.
Current Value
$299.7M
Current Shares
930,086
Total Value Change
+$186.6M
Total Shares Change
+370,744
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 930,086 |
-0.0% |
| $299.7M |
| 1.6% |
| $321.97 |
0 |
| 2025-Q3 | Increased | 930,339 | +35.6% | $293.5M | 1.7% | $312.75 | 63 |
| 2025-Q2 | Increased | 685,921 | +2.9% | $198.9M | 1.6% | $283.07 | 50 |
| 2025-Q1 | Increased | 666,789 | +4.7% | $163.6M | 1.4% | $237.97 | 50 |
| 2024-Q4 | Increased | 636,912 | +3.3% | $152.7M | 1.4% | $233.31 | 49 |
| 2024-Q3 | Increased | 616,824 | +10.3% | $130.1M | 1.2% | $203.96 | 52 |
| 2024-Q2 | Decreased | 559,342 | -1.8% | $113.1M | 1.2% | $194.90 | 0 |