JPMorgan Chase & Co. shares owned by H D Vest Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by H D Vest Advisory Services
from 13F filings
Historical chart of H D Vest Advisory Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by H D Vest Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by H D Vest Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $95M | 329k | 289.91 |
| 2025-03-31 | $79M | 323k | 245.30 |
| 2024-12-31 | $77M | 321k | 239.71 |
| 2024-09-30 | $66M | 314k | 210.86 |
| 2024-06-30 | $62M | 307k | 202.26 |
| 2024-03-31 | $39M | 196k | 200.30 |
| 2023-12-31 | $33M | 194k | 170.10 |
| 2023-09-30 | $27M | 189k | 145.02 |
| 2023-06-30 | $25M | 173k | 145.44 |
| 2023-03-31 | $22M | 170k | 130.31 |
| 2022-12-31 | $20M | 151k | 134.10 |
| 2022-09-30 | $15M | 145k | 104.50 |
| 2022-06-30 | $15M | 137k | 112.61 |
| 2022-03-31 | $18M | 132k | 136.21 |
| 2021-12-31 | $20M | 125k | 158.36 |
| 2021-09-30 | $19M | 118k | 163.75 |
| 2021-06-30 | $17M | 108k | 155.62 |
| 2021-03-31 | $14M | 91k | 152.35 |
| 2020-12-31 | $9.6M | 76k | 127.12 |
| 2020-09-30 | $15M | 156k | 96.32 |
| 2020-06-30 | $7.1M | 76k | 93.96 |
| 2020-03-31 | $8.1M | 90k | 90.16 |
| 2019-12-31 | $11M | 81k | 139.44 |
| 2019-09-30 | $7.6M | 64k | 117.84 |
| 2019-06-30 | $6.8M | 61k | 111.79 |
| 2019-03-31 | $5.3M | 53k | 101.23 |
| 2018-12-31 | $4.5M | 46k | 97.77 |
More positions owned by H D Vest Advisory Services
View all positions for H D Vest Advisory Services