JPMorgan Chase & Co. shares owned by HF Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HF Advisory Group
from 13F filings
Historical chart of HF Advisory Group investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HF Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.0M | 16k | 315.43 |
| 2025-06-30 | $4.4M | 15k | 289.92 |
| 2025-03-31 | $3.3M | 14k | 245.29 |
| 2024-12-31 | $3.3M | 14k | 239.71 |
| 2024-09-30 | $2.7M | 13k | 210.87 |
| 2024-06-30 | $2.4M | 12k | 202.26 |
| 2024-03-31 | $2.5M | 12k | 200.31 |
| 2023-12-31 | $1.9M | 12k | 170.10 |
| 2023-09-30 | $1.4M | 9.9k | 145.94 |
| 2023-06-30 | $1.4M | 9.6k | 145.45 |
| 2023-03-31 | $981k | 7.5k | 130.31 |
| 2022-12-31 | $870k | 6.5k | 134.10 |