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JPMorgan Chase & Co. shares owned by Hoge Financial Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hoge Financial Services from 13F filings

Historical chart of Hoge Financial Services investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Hoge Financial Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Hoge Financial Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $419k 1.3k 315.57
2025-06-30 $352k 1.2k 289.82
2025-03-31 $243k 991 245.41
2024-12-31 $225k 939 239.79

More positions owned by Hoge Financial Services

Ishares Tr Rus 1000 Etf (IWB)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Msci Emg Mkt Etf (EEM)
Vanguard Index Fds Growth Etf (VUG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Qualcomm (QCOM)
Meta Platforms Cl A (META)
Ishares Tr Glb Infrastr Etf (IGF)
Ishares Tr Core Msci Intl (IDEV)

View all positions for Hoge Financial Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.