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JPMorgan Chase & Co. shares owned by HFM Investment Advisors

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

Historical chart of HFM Investment Advisors investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by HFM Investment Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $27k 87 315.43
2025-06-30 $25k 87 289.91
2025-03-31 $14k 55 245.31

More positions owned by HFM Investment Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Dimensional Etf Trust Natl Mun Bd Etf (DFNM)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Global Ex Us Cor (DFGX)
Dimensional Etf Trust Global Real Est (DFGR)
Dimensional Etf Trust Global Core Plus (DFGP)
Ishares Tr Core 80/20 Aggre (AOA)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Johnson & Johnson (JNJ)
Ishares Tr Core 60/40 Balan (AOR)
Cisco Systems (CSCO)
Ge Aerospace Com New (GE)
Rockwell Automation (ROK)

View all positions for HFM Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.