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Showing 8 of 15 quarters

Position history for Farther Finance Advisors, LLCFarther Finance Advisors, LLC's holdings in JPMORGAN CHASE & CO

Farther Finance Advisors, LLC holds 167,272 shares of JPM (JPMORGAN CHASE & CO), worth $54.8M as of 2026-Q2. The position was increased (+17.0% shares). JPM represents 0.4% of Farther Finance Advisors, LLC's portfolio.

Current Value

$54.8M

Current Shares

167,272

Total Value Change

+$45.5M

Total Shares Change

+123,377

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
167,272
+17.0%
$54.8M0.4%$325.86
41
2026-Q1
Decreased
142,980
-1.4%
$42.2M0.4%$300.26
0
2025-Q4
Increased
145,045
+56.0%
$46.7M0.5%$321.97
58
2025-Q3
Increased
93,008
+15.4%
$29.3M0.4%$312.75
40
2025-Q2
Increased
80,565
+53.7%
$23.4M0.5%$283.07
48
2025-Q1
Increased
52,427
+27.9%
$12.8M0.3%$237.97
42
2024-Q4
Decreased
40,998
-6.6%
$9.8M0.4%$233.31
0
2024-Q3
Increased
43,895
+8.9%
$9.3M0.3%$203.96
36

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

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