JPMorgan Chase & Co. shares owned by Heck Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Heck Capital Advisors
from 13F filings
Historical chart of Heck Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Heck Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.4k | 315.41 |
| 2025-06-30 | $1.8M | 6.1k | 289.91 |
| 2024-12-31 | $3.5M | 15k | 239.72 |
| 2024-09-30 | $618k | 2.9k | 210.86 |
| 2024-06-30 | $609k | 3.0k | 202.26 |
| 2024-03-31 | $605k | 3.0k | 200.30 |
| 2023-12-31 | $508k | 3.0k | 170.10 |
| 2023-09-30 | $471k | 3.2k | 145.02 |
| 2023-06-30 | $451k | 3.1k | 145.44 |
| 2023-03-31 | $413k | 3.2k | 130.31 |
| 2022-12-31 | $411k | 3.1k | 134.10 |
| 2022-09-30 | $315k | 3.0k | 104.50 |
| 2022-06-30 | $334k | 3.0k | 112.61 |
| 2022-03-31 | $455k | 3.3k | 136.32 |
| 2021-12-31 | $533k | 3.4k | 158.35 |
| 2021-09-30 | $590k | 3.6k | 163.69 |
| 2021-06-30 | $571k | 3.7k | 155.54 |
| 2021-03-31 | $551k | 3.6k | 152.23 |
| 2020-12-31 | $470k | 3.7k | 127.07 |
| 2020-09-30 | $357k | 3.7k | 96.27 |
| 2020-06-30 | $322k | 3.4k | 94.06 |
| 2020-03-31 | $236k | 2.6k | 90.03 |
| 2019-12-31 | $376k | 2.7k | 139.40 |
| 2019-09-30 | $307k | 2.6k | 117.69 |
| 2019-06-30 | $280k | 2.5k | 111.80 |
| 2019-03-31 | $244k | 2.4k | 101.23 |
| 2018-12-31 | $226k | 2.3k | 97.62 |
| 2018-09-30 | $267k | 2.4k | 112.84 |
| 2018-06-30 | $261k | 2.5k | 104.20 |
| 2018-03-31 | $274k | 2.5k | 109.97 |
| 2017-12-31 | $267k | 2.5k | 106.94 |
| 2017-09-30 | $237k | 2.5k | 95.51 |
| 2017-06-30 | $221k | 2.4k | 91.40 |
| 2017-03-31 | $228k | 2.6k | 87.84 |
| 2016-12-31 | $234k | 2.7k | 86.29 |