Position history for Farther Finance Advisors, LLC's holdings in JPMORGAN CHASE & CO
Farther Finance Advisors, LLC holds 142,980 shares of JPM (JPMORGAN CHASE & CO), worth $42.2M as of 2026-Q1. The position was decreased (-1.4% shares). JPM represents 0.4% of Farther Finance Advisors, LLC's portfolio.
Current Value
$42.2M
Current Shares
142,980
Total Value Change
+$34M
Total Shares Change
+102,689
Other major holders of JPM: UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
Decreased |
| 142,980 |
-1.4% |
| $42.2M |
| 0.4% |
| $300.26 |
0 |
| 2025-Q4 | Increased | 145,045 | +56.0% | $46.7M | 0.5% | $321.97 | 58 |
| 2025-Q3 | Increased | 93,008 | +15.4% | $29.3M | 0.4% | $312.75 | 40 |
| 2025-Q2 | Increased | 80,565 | +53.7% | $23.4M | 0.5% | $283.07 | 48 |
| 2025-Q1 | Increased | 52,427 | +27.9% | $12.8M | 0.3% | $237.97 | 42 |
| 2024-Q4 | Decreased | 40,998 | -6.6% | $9.8M | 0.4% | $233.31 | 0 |
| 2024-Q3 | Increased | 43,895 | +8.9% | $9.3M | 0.3% | $203.96 | 36 |
| 2024-Q2 | Increased | 40,291 | +30.0% | $8.3M | 0.4% | $194.90 | 41 |