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JPMorgan Chase & Co. shares owned by High Net Worth Advisory Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by High Net Worth Advisory Group from 13F filings

Historical chart of High Net Worth Advisory Group investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by High Net Worth Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $2.5M 13k 200.32
2023-12-31 $2.2M 13k 170.11
2023-09-30 $2.0M 14k 145.03
2023-06-30 $2.2M 15k 145.45
2023-03-31 $1.9M 15k 130.32
2022-12-31 $2.1M 16k 134.10
2022-09-30 $1.7M 16k 104.51
2022-06-30 $1.5M 14k 112.63
2022-03-31 $2.3M 17k 136.34
2021-12-31 $2.8M 18k 158.37