DHK Financial Advisors »

JPMorgan Chase & Co. shares owned by DHK Financial Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by DHK Financial Advisors from 13F filings

Historical chart of DHK Financial Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by DHK Financial Advisors consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by DHK Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $612k 2.9k 210.89
2024-06-30 $585k 2.9k 202.25

More positions owned by DHK Financial Advisors

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Spdr Gold Tr Gold Shs (GLD)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard World Utilities Etf (VPU)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Frontier And Sel (FM)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Columbia Etf Tr Ii India Consmr Etf (INCO)
Spdr Ser Tr Portfolio S&p600 (SPSM)
First Tr Exchange-traded Senior Ln Fd (FTSL)

View all positions for DHK Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.