Steward Partners Investment Advisory, LLC / JPM
Steward Partners Investment Advisory, LLC’s Jpmorgan Chase & Co Position
Does Steward Partners Investment Advisory, LLC own Jpmorgan Chase & Co (JPM)? Yes — 997.0K shares worth $293M (+1.50% of its 13F portfolio) as of Q1 2026, up from 930.1K shares the prior filed quarter.
Position Value
$293M
Q1 2026
Shares
997.0K
% of Portfolio
+1.50%
Quarters Held
30
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 997.0K | $293M | +1.50% |
| Q4 2025 | 930.1K | $300M | +1.64% |
| Q3 2025 | 930.3K | $293M | +1.68% |
| Q2 2025 | 685.9K | $199M | +1.55% |
| Q1 2025 | 666.8K | $164M | +1.45% |
| Q4 2024 | 636.9K | $153M | +1.35% |
| Q3 2024 | 616.8K | $130M | +1.20% |
| Q2 2024 | 559.3K | $113M | +1.19% |
| Q1 2024 | 569.6K | $114M | +1.26% |
| Q4 2023 | 473.3K | $81M | +1.09% |
| Q3 2023 | 467.2K | $68M | +1.04% |
| Q2 2023 | 486.2K | $71M | +1.06% |
| Q1 2023 | 461.8K | $60M | +0.96% |
| Q4 2022 | 459.1K | $62M | +1.05% |
| Q3 2022 | 418.1K | $44M | +0.82% |
| Q2 2022 | 383.9K | $43M | +0.79% |
| Q1 2022 | 398.7K | $54M | +0.84% |
| Q4 2021 | 407.7K | $65M | +0.98% |
| Q3 2021 | 379.0K | $62M | +1.07% |
| Q2 2021 | 352.1K | $55M | +0.93% |
| Q1 2021 | 709.0K | $107.9B | +0.95% |
| Q4 2020 | 299.4K | $38M | +0.82% |
| Q3 2020 | 296.9K | $29M | +0.72% |
| Q2 2020 | 269.2K | $25M | +0.72% |
| Q1 2020 | 241.7K | $22M | +0.80% |
| Q4 2019 | 227.6K | $32M | +0.94% |
| Q3 2019 | 226.8K | $27M | +0.90% |
| Q2 2019 | 218.2K | $24M | +0.90% |
| Q1 2019 | 205.7K | $21M | +0.88% |
| Q4 2018 | 211.3K | $21M | +1.00% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Steward Partners Investment Advisory, LLC’s full portfolio or all institutional holders of JPM.