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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.

Tip: Access up to 7 years of quarterly data

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

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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
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