JPMorgan Chase & Co. shares owned by High Net Worth Advisory Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by High Net Worth Advisory Group
from 13F filings
Historical chart of High Net Worth Advisory Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by High Net Worth Advisory Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by High Net Worth Advisory Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.44 |
| 2025-06-30 | $3.0M | 10k | 289.97 |
| 2025-03-31 | $2.6M | 11k | 245.35 |
| 2024-12-31 | $2.6M | 11k | 239.73 |
| 2024-09-30 | $2.6M | 13k | 210.87 |
| 2024-06-30 | $2.6M | 13k | 202.28 |
| 2024-03-31 | $2.5M | 13k | 200.32 |
| 2023-12-31 | $2.2M | 13k | 170.11 |
| 2023-09-30 | $2.0M | 14k | 145.03 |
| 2023-06-30 | $2.2M | 15k | 145.45 |
| 2023-03-31 | $1.9M | 15k | 130.32 |
| 2022-12-31 | $2.1M | 16k | 134.10 |
| 2022-09-30 | $1.7M | 16k | 104.51 |
| 2022-06-30 | $1.5M | 14k | 112.63 |
| 2022-03-31 | $2.4M | 17k | 140.00 |
| 2021-12-31 | $2.8M | 18k | 158.37 |
More positions owned by High Net Worth Advisory Group
View all positions for High Net Worth Advisory Group