JPMorgan Chase & Co. shares owned by HFR Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HFR Wealth Management
from 13F filings
Historical chart of HFR Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HFR Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $596k | 1.9k | 315.43 |
| 2025-06-30 | $548k | 1.9k | 289.91 |
| 2025-03-31 | $461k | 1.9k | 245.30 |
| 2024-12-31 | $451k | 1.9k | 239.71 |
| 2024-09-30 | $389k | 1.8k | 210.86 |
| 2024-03-31 | $370k | 1.8k | 200.30 |
| 2023-09-30 | $268k | 1.8k | 145.26 |
| 2023-06-30 | $268k | 1.8k | 145.26 |
| 2023-03-31 | $240k | 1.8k | 130.08 |
| 2022-12-31 | $247k | 1.8k | 133.88 |
| 2022-06-30 | $208k | 1.8k | 112.74 |
| 2022-03-31 | $252k | 1.8k | 136.59 |
| 2021-12-31 | $317k | 2.0k | 158.18 |
| 2021-09-30 | $328k | 2.0k | 163.67 |
| 2021-06-30 | $334k | 2.1k | 155.49 |