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.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by HTG Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by HTG Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |