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JPMorgan Chase & Co. shares owned by Hegarty Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hegarty Advisors from 13F filings

Historical chart of Hegarty Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Hegarty Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $607k 1.9k 322.22

More positions owned by Hegarty Advisors

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ea Series Trust Strive 500 Etf (STRV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Vanguard Admiral Fds Smlcp 600 Val (VIOV)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Vanguard Index Fds Total Stk Mkt (VTI)
Alps Etf Tr Alerian Mlp (AMLP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Hegarty Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.