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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.

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

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

Quarter filed Position value Share count Share price at filing
2025-06-30 $850k 2.9k 289.90
2025-03-31 $710k 2.9k 245.33
2024-12-31 $1.3M 5.2k 239.73
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)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Spdr Gold Tr Gold Shs (GLD)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard World Utilities Etf (VPU)
Wisdomtree Tr Us Qtly Div Grt (DGRW)
Ishares Tr Russell 3000 Etf (IWV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Ishares Tr Core Msci Eafe (IEFA)
Spdr Series Trust Portfolio S&p600 (SPSM)
Vaneck Etf Trust Mrngstr Wde Moat (MOAT)
Schwab Strategic Tr Intl Sceqt Etf (SCHC)
Columbia Etf Tr Ii India Consmr Etf (INCO)

View all positions for DHK Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.