JPMorgan Chase & Co. shares owned by HTG Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by HTG Investment Advisors
from 13F filings
Historical chart of HTG Investment Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $555k | 1.8k | 315.43 |
| 2025-06-30 | $907k | 3.1k | 289.91 |
| 2025-03-31 | $797k | 3.2k | 245.30 |
| 2024-12-31 | $797k | 3.3k | 239.71 |
| 2024-09-30 | $719k | 3.4k | 210.86 |
| 2024-06-30 | $695k | 3.4k | 202.26 |
| 2024-03-31 | $682k | 3.4k | 200.30 |
| 2023-12-31 | $615k | 3.6k | 170.10 |
| 2023-09-30 | $524k | 3.6k | 145.02 |
| 2023-06-30 | $519k | 3.6k | 145.44 |
| 2023-03-31 | $452k | 3.5k | 130.31 |
| 2022-12-31 | $468k | 3.5k | 134.10 |