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Jpmorgan Chase Finl shares owned by H D Vest Advisory Services

Quarter-by-quarter ownership of Jpmorgan Chase Finl (AMJB) shares owned by H D Vest Advisory Services from 13F filings

Historical chart of H D Vest Advisory Services investment in Jpmorgan Chase Finl

Tip: Access up to 7 years of quarterly data

All positions including Jpmorgan Chase Finl held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Jpmorgan Chase Finl by H D Vest Advisory Services

Quarter filed Position value Share count Share price at filing
2025-06-30 $240k 7.9k 30.26
2025-03-31 $255k 7.9k 32.48
2024-12-31 $276k 9.3k 29.51
2024-09-30 $263k 9.2k 28.46
2024-06-30 $265k 9.2k 28.94

More positions owned by H D Vest Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Growth Etf (VUG)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Amazon (AMZN)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for H D Vest Advisory Services

Top funds holding Jpmorgan Chase Finl

Atlantic Trust
Jpmorgan Chase & Co
Equitable Holdings
Keybank National Association
Taylor Investment Counselors
Warren Averett Asset Management
Nicolet Advisory Services
LPL Financial
Osborne Partners Capital Management
Goldman Sachs Group
Baird Financial
Morgan Stanley
Nicolet Bankshares
MAI Wealth Advisors
Vident Advisory

View all funds holding Jpmorgan Chase Finl