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JPMorgan Chase & Co. shares owned by Houlihan Financial Resource Group

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

Historical chart of Houlihan Financial Resource Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Houlihan Financial Resource Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $284k 1.7k 170.26
2023-09-30 $234k 1.7k 139.87
2023-06-30 $13M 95k 137.55
2023-03-31 $222k 1.7k 130.36
2022-12-31 $245k 1.8k 138.26
2022-09-30 $227k 1.8k 128.10
2020-09-30 $260k 2.3k 114.64
2020-03-31 $244k 2.7k 89.90
2019-12-31 $378k 2.7k 139.38