JPMorgan Chase & Co. shares owned by HHM Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HHM Wealth Advisors
from 13F filings
Historical chart of HHM Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HHM Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.43 |
| 2025-06-30 | $3.0M | 10k | 289.91 |
| 2025-03-31 | $2.5M | 10k | 245.30 |
| 2024-12-31 | $2.5M | 10k | 239.71 |
| 2024-09-30 | $1.4M | 6.6k | 210.86 |
| 2024-06-30 | $1.3M | 6.6k | 202.26 |
| 2024-03-31 | $1.3M | 6.3k | 200.30 |
| 2023-09-30 | $908k | 6.3k | 145.02 |
| 2023-06-30 | $942k | 6.5k | 145.44 |
| 2023-03-31 | $856k | 6.6k | 130.31 |
| 2022-12-31 | $700k | 5.2k | 134.10 |
| 2022-09-30 | $486k | 4.7k | 104.43 |
| 2022-06-30 | $618k | 5.5k | 112.61 |
| 2022-03-31 | $666k | 4.9k | 136.31 |
| 2021-12-31 | $711k | 4.5k | 158.42 |
| 2021-09-30 | $729k | 4.5k | 163.60 |
| 2021-06-30 | $693k | 4.5k | 155.52 |
| 2021-03-31 | $731k | 4.8k | 152.23 |
| 2020-12-31 | $579k | 4.6k | 127.11 |
| 2020-09-30 | $418k | 4.3k | 96.20 |
| 2020-06-30 | $404k | 4.3k | 94.11 |
| 2020-03-31 | $408k | 4.5k | 89.95 |
| 2019-12-31 | $389k | 2.8k | 139.33 |
| 2019-09-30 | $362k | 3.1k | 117.80 |
| 2019-06-30 | $272k | 2.4k | 111.75 |
| 2019-03-31 | $246k | 2.4k | 101.07 |