Question 1

How many shares of JPM does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC holds 996,961 shares of JPM (JPMORGAN CHASE & CO).

Question 2

What is Steward Partners Investment Advisory, LLC's JPM position worth?

Accepted Answer

As of 2026-Q1, Steward Partners Investment Advisory, LLC's JPM position is worth $293.3M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling JPM?

Accepted Answer

In 2026-Q1, Steward Partners Investment Advisory, LLC increased their JPM position (+7.2% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy JPM?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in JPM in 2026-Q1. They have held the position across 29 quarters.