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H&H Retirement Design & Management »

JPMorgan Chase & Co. shares owned by H&H Retirement Design & Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by H&H Retirement Design & Management from 13F filings

Historical chart of H&H Retirement Design & Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by H&H Retirement Design & Management

Quarter filed	Position value	Share count	Share price at filing
2026-06-30	$523k	1.5k	344.40
2023-09-30	$386k	2.6k	147.97

More positions owned by H&H Retirement Design & Management

Spdr Series Trust St Str Conv Etf (CWB)

Vanguard World Extended Dur (EDV)

Ishares Tr Tips Bd Etf (TIP)

Vanguard Bd Index Fds Long Term Bond (BLV)

Vanguard Scottsdale Fds Lg-term Cor Bd (VCLT)

Wisdomtree Tr Us Smallcap Divd (DES)

Select Sector Spdr Tr St Str Stapl Etf (XLP)

Wisdomtree Tr Us Largecap Divd (DLN)

Select Sector Spdr Tr St Str Care Etf (XLV)

Select Sector Spdr Tr St Str Indl Etf (XLI)

Select Sector Spdr Tr St Str Energ Etf (XLE)

Ishares Tr Ishs 5-10yr Invt (IGIB)

Select Sector Spdr Tr St Str Mater Etf (XLB)

Select Sector Spdr Tr St Str Techn Etf (XLK)

Select Sector Spdr Tr St Str Util Etf (XLU)

View all positions for H&H Retirement Design & Management

Top funds holding JPMorgan Chase & Co.

Vanguard Capital Management

State Street Corporation

Bank of America Corporation

Vanguard Portfolio Management

Geode Capital Management

T. Rowe Price Associates

Capital Research Global Investors

Goldman Sachs Group

Royal Bank of Canada

Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.

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