JPMorgan Chase & Co. shares owned by Hefty Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hefty Wealth Partners
from 13F filings
Historical chart of Hefty Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Hefty Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2018-03-31 | $25k | 229 | 109.17 |
| 2017-12-31 | $24k | 229 | 104.80 |
| 2017-09-30 | $22k | 229 | 96.07 |
| 2017-06-30 | $20k | 229 | 87.34 |
| 2017-03-31 | $20k | 229 | 87.34 |
| 2016-12-31 | $56k | 654 | 85.63 |
| 2016-09-30 | $1.2M | 18k | 66.54 |
| 2016-06-30 | $40k | 654 | 61.16 |
| 2016-03-31 | $32k | 550 | 58.18 |
| 2015-12-31 | $1.5M | 23k | 65.99 |