JPMorgan Chase & Co. shares owned by Hassell Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hassell Wealth Management
from 13F filings
Historical chart of Hassell Wealth Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Hassell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Hassell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.3k | 315.39 |
| 2025-06-30 | $1.3M | 4.3k | 296.78 |
| 2025-03-31 | $1.0M | 4.3k | 234.71 |
| 2024-12-31 | $1.1M | 4.1k | 267.12 |
| 2024-09-30 | $907k | 4.1k | 221.90 |
| 2024-06-30 | $863k | 4.0k | 215.19 |
| 2024-03-31 | $771k | 4.0k | 192.14 |
| 2023-12-31 | $664k | 3.8k | 176.27 |
| 2023-09-30 | $529k | 3.8k | 140.40 |
| 2023-06-30 | $577k | 3.8k | 153.38 |
| 2023-03-31 | $518k | 3.8k | 137.67 |
| 2022-12-31 | $530k | 3.8k | 140.80 |