JPMorgan Chase & Co. shares owned by Highland Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Highland Financial Advisors
from 13F filings
Historical chart of Highland Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Highland Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.5M | 7.0k | 210.82 |
| 2024-06-30 | $1.4M | 7.1k | 202.24 |
| 2024-03-31 | $1.4M | 7.0k | 200.26 |
| 2023-12-31 | $1.2M | 7.0k | 170.14 |
| 2023-09-30 | $850k | 5.9k | 144.95 |
| 2023-06-30 | $849k | 5.8k | 145.40 |
| 2023-03-31 | $761k | 5.8k | 130.35 |
| 2022-12-31 | $783k | 5.8k | 134.17 |
| 2022-09-30 | $606k | 5.8k | 104.48 |
| 2022-06-30 | $792k | 7.0k | 112.63 |
More positions owned by Highland Financial Advisors
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