JPMorgan Chase & Co. shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $9.4M | 31k | 307.55 |
| 2025-06-30 | $8.6M | 30k | 289.92 |
| 2025-03-31 | $7.4M | 30k | 245.30 |
| 2024-12-31 | $7.2M | 30k | 239.71 |
| 2024-09-30 | $6.3M | 30k | 210.86 |
| 2024-06-30 | $6.0M | 30k | 202.27 |
| 2024-03-31 | $5.9M | 30k | 200.30 |
| 2023-12-31 | $4.9M | 29k | 170.10 |
| 2023-09-30 | $2.8M | 19k | 145.02 |
| 2023-06-30 | $3.6M | 25k | 145.44 |
| 2023-03-31 | $2.9M | 23k | 130.31 |
| 2022-12-31 | $3.1M | 23k | 134.10 |
| 2022-09-30 | $2.5M | 24k | 104.48 |
| 2022-06-30 | $2.7M | 24k | 112.62 |
| 2022-03-31 | $3.3M | 24k | 136.31 |
| 2021-12-31 | $3.8M | 24k | 158.37 |
| 2021-09-30 | $3.9M | 24k | 163.69 |
| 2021-06-30 | $3.5M | 23k | 155.55 |
| 2021-03-31 | $3.2M | 21k | 152.25 |
| 2020-12-31 | $3.0M | 23k | 127.06 |
| 2020-09-30 | $2.0M | 21k | 96.30 |
| 2020-06-30 | $1.9M | 21k | 93.26 |
| 2020-03-31 | $1.8M | 20k | 90.05 |
| 2019-12-31 | $6.8M | 49k | 139.40 |
| 2019-09-30 | $5.5M | 47k | 117.73 |
| 2019-06-30 | $5.3M | 48k | 111.80 |
| 2019-03-31 | $4.9M | 48k | 100.95 |
| 2018-12-31 | $4.8M | 49k | 97.62 |
| 2018-09-30 | $5.2M | 49k | 105.32 |
| 2018-06-30 | $4.9M | 47k | 104.27 |
| 2018-03-31 | $5.1M | 47k | 109.97 |
| 2017-12-31 | $5.0M | 47k | 106.94 |
| 2017-09-30 | $4.6M | 49k | 95.51 |
| 2017-06-30 | $4.3M | 47k | 91.39 |
| 2017-03-31 | $4.1M | 47k | 87.85 |
| 2016-12-31 | $3.9M | 45k | 86.30 |