JPMorgan Chase & Co. shares owned by HB Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HB Wealth Management
from 13F filings
Historical chart of HB Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HB Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $76M | 242k | 315.43 |
| 2025-06-30 | $57M | 197k | 289.91 |
| 2025-03-31 | $54M | 219k | 245.30 |
| 2024-12-31 | $41M | 171k | 239.71 |
| 2024-09-30 | $34M | 163k | 210.86 |
| 2024-06-30 | $32M | 160k | 202.26 |
| 2024-03-31 | $30M | 151k | 200.30 |
| 2023-12-31 | $25M | 146k | 170.10 |
| 2023-09-30 | $22M | 154k | 145.02 |
| 2023-06-30 | $20M | 139k | 145.44 |
| 2023-03-31 | $17M | 130k | 130.31 |
| 2022-12-31 | $17M | 126k | 134.10 |
| 2022-09-30 | $11M | 105k | 104.50 |
| 2022-06-30 | $9.9M | 88k | 112.61 |
| 2022-03-31 | $9.3M | 68k | 136.33 |
| 2021-12-31 | $6.9M | 44k | 158.36 |
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