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JPMorgan Chase & Co. shares owned by Harbert Fund Advisors

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

Historical chart of Harbert Fund Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Harbert Fund Advisors

Quarter filed Position value Share count Share price at filing
2025-03-31 $1.2M 5.0k 245.30
2024-12-31 $959k 4.0k 239.71
2024-09-30 $527k 2.5k 210.86
2024-06-30 $531k 2.6k 202.26
2024-03-31 $516k 2.6k 200.30
2023-12-31 $1.3M 7.7k 170.10