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JPMorgan Chase & Co. shares owned by HFG Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $333k 1.0k 322.22
2025-09-30 $326k 1.0k 315.43
2025-06-30 $253k 871 289.91

More positions owned by HFG Advisors

Invesco Qqq Tr Unit Ser 1 (QQQ)
First Tr Exchange Traded Dorsey Wrt 5 Etf (FV)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
First Tr Exchange-traded SHS (FDL)
Ishares Tr Rus 1000 Etf (IWB)
First Tr Exchange-traded A Com Shs (FTC)
Ishares Tr Msci Emg Mkt Etf (EEM)
T Rowe Price Etf Cap Appreciation (TCAF)
Procter & Gamble Company (PG)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Admiral Fds 500 Val Idx Fd (VOOV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)

View all positions for HFG Advisors

Top funds holding JPMorgan Chase & Co.

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

View all funds holding JPMorgan Chase & Co.