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JPMorgan Chase & Co. shares owned by Hrc Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hrc Wealth Management from 13F filings

Historical chart of Hrc Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Hrc Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Hrc Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $311k 987 315.35
2025-06-30 $286k 987 289.77
2025-03-31 $242k 986 245.40
2024-12-31 $230k 958 239.78

More positions owned by Hrc Wealth Management

Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Spdr Series Trust S&P 600 SMCP GRW (SLYG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
NVIDIA Corporation (NVDA)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Boeing Company (BA)
Ishares Tr Core S&p Scp Etf (IJR)
Microsoft Corporation (MSFT)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)

View all positions for Hrc Wealth Management

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.