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JPMorgan Chase & Co. shares owned by Halbert Hargrove Global Advisors

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

Historical chart of Halbert Hargrove Global Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Halbert Hargrove Global Advisors

Quarter filed Position value Share count Share price at filing
2012-06-30 $522k 15k 35.71
2012-03-31 $1.1M 23k 46.00
2011-12-31 $693k 21k 33.27
2011-09-30 $770k 26k 30.10
2011-06-30 $1.1M 27k 40.96
2011-03-31 $1.2M 26k 46.08

More positions owned by Halbert Hargrove Global Advisors

Wisdomtree Tr Us Efficient Cor (NTSX)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Core Msci Emkt (IEMG)
Wisdomtree Tr Internationl Efi (NTSI)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Emg Mkt Etf (EEM)
Ishares Tr Eafe Sml Cp Etf (SCZ)
Ishares Tr U S Equity Factr (LRGF)
Wisdomtree Tr Emerging Markets (NTSE)
Ishares Tr Intl Eqty Factor (INTF)
Airbnb Com Cl A (ABNB)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Halbert Hargrove Global Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.