Back to Steward Partners Investment Advisory, LLC

JPM
Showing 8 of 29 quarters

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

Steward Partners Investment Advisory, LLC holds 996,961 shares of JPM (JPMORGAN CHASE & CO), worth $293.3M as of 2026-Q1. The position was increased (+7.2% shares). JPM represents 1.5% of Steward Partners Investment Advisory, LLC's portfolio.

Current Value

$293.3M

Current Shares

996,961

Total Value Change

+$180.1M

Total Shares Change

+437,619

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
996,961
+7.2%
$293.3M1.5%$300.26
52
2025-Q4
Decreased
930,086
-0.0%
$299.7M1.6%$321.97
0
2025-Q3
Increased
930,339
+35.6%
$293.5M1.7%$312.75
63
2025-Q2
Increased
685,921
+2.9%
$198.9M1.6%$283.07
50
2025-Q1
Increased
666,789
+4.7%
$163.6M1.4%$237.97
50
2024-Q4
Increased
636,912
+3.3%
$152.7M1.4%$233.31
49
2024-Q3
Increased
616,824
+10.3%
$130.1M1.2%$203.96
52
2024-Q2
Decreased
559,342
-1.8%
$113.1M1.2%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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