JPMorgan Chase & Co. shares owned by Heartwood Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heartwood Wealth Advisors
from 13F filings
Historical chart of Heartwood Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heartwood Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 6.9k | 210.86 |
| 2024-06-30 | $1.4M | 7.1k | 202.26 |
| 2024-03-31 | $1.3M | 6.4k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $1.4M | 9.9k | 145.02 |
| 2023-06-30 | $1.6M | 11k | 145.44 |
| 2023-03-31 | $1.3M | 10k | 130.31 |
| 2022-12-31 | $700k | 5.2k | 134.10 |
| 2022-09-30 | $557k | 5.3k | 104.56 |
| 2022-06-30 | $540k | 4.8k | 112.55 |
| 2022-03-31 | $624k | 4.6k | 136.21 |
| 2021-12-31 | $721k | 4.6k | 158.32 |
| 2021-09-30 | $635k | 3.9k | 163.58 |
| 2021-06-30 | $590k | 3.8k | 155.59 |
| 2021-03-31 | $577k | 3.8k | 152.16 |
| 2020-12-31 | $359k | 2.8k | 126.99 |
| 2020-09-30 | $272k | 2.8k | 96.22 |
| 2020-06-30 | $266k | 2.8k | 94.09 |
| 2020-03-31 | $255k | 2.8k | 90.20 |
| 2019-12-31 | $423k | 3.0k | 139.51 |