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Showing 9 of 16 quarters

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

Farther Finance Advisors, LLC holds 200,767 shares of JPM (JPMORGAN CHASE & CO), worth $66.4M as of 2026-Q3. The position was increased (+20.0% shares). JPM represents 0.5% of Farther Finance Advisors, LLC's portfolio.

Current Value

$66.4M

Current Shares

200,767

Total Value Change

+$57.2M

Total Shares Change

+156,872

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q3
Latest
Increased
200,767
+20.0%
$66.4M0.5%$329.19
42
2026-Q2
Increased
167,272
+17.0%
$54.8M0.4%$325.86
41
2026-Q1
Decreased
142,980
-1.4%
$42.2M0.4%$291.35
0
2025-Q4
Increased
145,045
+56.0%
$46.7M0.5%$317.71
58
2025-Q3
Increased
93,008
+15.4%
$29.3M0.4%$309.51
40
2025-Q2
Increased
80,565
+53.7%
$23.4M0.5%$283.10
48
2025-Q1
Increased
52,427
+27.9%
$12.8M0.3%$238.07
42
2024-Q4
Decreased
40,998
-6.6%
$9.8M0.4%$231.45
0
2024-Q3
Increased
43,895
+8.9%
$9.3M0.3%$202.36
36

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

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