Source Financial Advisors LLC / JPM
Source Financial Advisors LLC’s Jpmorgan Chase & Co Position
Does Source Financial Advisors LLC own Jpmorgan Chase & Co (JPM)? Yes — 17.2K shares worth $4M (+1.07% of its 13F portfolio) as of Q3 2024, up from 17.2K shares the prior filed quarter.
Position Value
$4M
Q3 2024
Shares
17.2K
% of Portfolio
+1.07%
Quarters Held
16
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q3 2024 | 17.2K | $4M | +1.07% |
| Q2 2024 | 17.2K | $3M | +1.07% |
| Q1 2024 | 17.7K | $4M | +1.07% |
| Q4 2023 | 27.3K | $5M | +1.44% |
| Q3 2023 | 29.3K | $4M | +1.44% |
| Q2 2023 | 30.5K | $4M | +1.46% |
| Q1 2023 | 36.2K | $5M | +1.58% |
| Q4 2022 | 39.7K | $5M | +2.00% |
| Q3 2022 | 37.8K | $4M | +1.57% |
| Q2 2022 | 38.0K | $4M | +1.68% |
| Q1 2022 | 37.8K | $5M | +1.52% |
| Q4 2021 | 35.5K | $6M | +1.52% |
| Q3 2021 | 36.8K | $6M | +1.56% |
| Q2 2021 | 43.2K | $7M | +1.73% |
| Q1 2021 | 43.3K | $7M | +1.76% |
| Q4 2020 | 46.7K | $6M | +1.60% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Source Financial Advisors LLC’s full portfolio or all institutional holders of JPM.