Skip to main content

Stewardship Advisors, LLC

SEC CIK
0001733219
Latest filing
Jul 20, 2026

JPM holding history

JPMorgan Chase & Co in every 13F filed by Stewardship Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

JPM overviewAll 13F holders of JPMFull Q2 2026 holdings

Shares (Q2 2026)
1,944
Value
$636.3K
% of portfolio
0.1%
Quarters held
8
Since Q3 2024
Holdings of JPM by Stewardship Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20261,944$636.3K0.1%−17−0.9%ReducedHolders
Q1 20261,961$576.8K0.1%−73−3.6%ReducedHolders
Q4 20252,034$655.4K0.2%+144+7.6%AddedHolders
Q3 20251,890$596.2K0.1%+2+0.1%AddedHolders
Q2 20251,888$547.4K0.1%+57+3.1%AddedHolders
Q1 20251,831$449.1K0.1%+13+0.7%AddedHolders
Q4 20241,818$435.8K0.1%+150+9.0%AddedHolders
Q3 20241,668$351.6K0.1%+1,668NewHolders