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

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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
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