JPMorgan Chase & Co. shares owned by Hrt Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hrt Financial
from 13F filings
Historical chart of Hrt Financial investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Hrt Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $17M | 97k | 170.10 |
| 2023-09-30 | $8.0M | 55k | 145.00 |
| 2023-03-31 | $3.5M | 27k | 130.29 |
| 2022-09-30 | $6.7M | 64k | 104.49 |
| 2022-06-30 | $53M | 472k | 112.61 |
| 2021-12-31 | $30M | 191k | 158.35 |
| 2021-09-30 | $68M | 418k | 163.69 |
| 2021-06-30 | $33M | 209k | 155.54 |
| 2020-12-31 | $16M | 123k | 127.07 |
| 2020-06-30 | $47M | 498k | 94.06 |
| 2019-12-31 | $44M | 313k | 139.40 |
| 2019-09-30 | $12M | 102k | 117.68 |
| 2019-06-30 | $29M | 261k | 111.80 |
| 2019-03-31 | $2.7M | 27k | 101.21 |
| 2018-12-31 | $1.3M | 14k | 97.62 |
| 2018-09-30 | $8.2M | 72k | 112.83 |
| 2018-06-30 | $974k | 9.4k | 104.09 |
| 2018-03-31 | $399k | 3.6k | 109.71 |
| 2017-12-31 | $401k | 3.8k | 106.79 |
| 2017-09-30 | $358k | 3.8k | 95.34 |
| 2017-06-30 | $327k | 3.6k | 91.37 |
| 2017-03-31 | $351k | 4.0k | 87.75 |
| 2016-12-31 | $303k | 3.5k | 86.28 |
| 2016-09-30 | $233k | 3.5k | 66.34 |
| 2016-06-30 | $243k | 3.9k | 62.05 |
| 2016-03-31 | $231k | 3.9k | 58.99 |
| 2015-12-31 | $254k | 3.9k | 65.84 |
| 2015-09-30 | $235k | 3.9k | 60.91 |
| 2015-06-30 | $261k | 3.9k | 67.65 |
| 2015-03-31 | $233k | 3.9k | 60.39 |
| 2014-12-31 | $207k | 3.3k | 62.31 |