JPMorgan Chase & Co. shares owned by Hillcrest Wealth Advisors - NY
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hillcrest Wealth Advisors - NY
from 13F filings
Historical chart of Hillcrest Wealth Advisors - NY investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Hillcrest Wealth Advisors - NY
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $945k | 3.0k | 315.43 |
| 2025-06-30 | $868k | 3.0k | 289.91 |
| 2025-03-31 | $832k | 3.4k | 245.30 |
| 2024-12-31 | $913k | 3.8k | 239.71 |
| 2024-09-30 | $909k | 4.3k | 210.86 |
| 2024-06-30 | $872k | 4.3k | 202.26 |
| 2024-03-31 | $863k | 4.3k | 200.30 |
| 2023-12-31 | $733k | 4.3k | 170.10 |
| 2023-09-30 | $625k | 4.3k | 145.02 |
| 2023-06-30 | $627k | 4.3k | 145.44 |
| 2023-03-31 | $562k | 4.3k | 130.31 |
| 2022-12-31 | $578k | 4.3k | 134.10 |
| 2022-09-30 | $453k | 4.3k | 104.45 |
| 2022-06-30 | $488k | 4.3k | 112.52 |
| 2022-03-31 | $591k | 4.3k | 136.27 |
| 2021-12-31 | $687k | 4.3k | 158.40 |
| 2021-09-30 | $710k | 4.3k | 163.71 |
| 2021-06-30 | $670k | 4.3k | 155.45 |
| 2021-03-31 | $612k | 4.0k | 152.31 |
| 2020-12-31 | $511k | 4.0k | 127.18 |
| 2020-09-30 | $1.0M | 11k | 96.31 |
More positions owned by Hillcrest Wealth Advisors - NY
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