JPMorgan Chase & Co. shares owned by Hurlow Wealth Management Group
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Hurlow Wealth Management Group
from 13F filings
Historical chart of Hurlow Wealth Management Group investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Hurlow Wealth Management Group consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Hurlow Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.2k | 315.43 |
| 2025-06-30 | $1.7M | 5.8k | 289.91 |
| 2025-03-31 | $1.5M | 6.1k | 245.30 |
| 2024-12-31 | $1.3M | 5.5k | 239.71 |
| 2024-09-30 | $1.2M | 5.5k | 210.86 |
| 2024-06-30 | $1.1M | 5.5k | 202.26 |
| 2024-03-31 | $1.1M | 5.6k | 200.30 |
| 2023-12-31 | $948k | 5.6k | 170.10 |
| 2023-09-30 | $794k | 5.5k | 145.02 |
| 2023-06-30 | $858k | 5.9k | 145.44 |
| 2023-03-31 | $771k | 5.9k | 130.31 |
| 2022-12-31 | $792k | 5.9k | 134.10 |
| 2022-09-30 | $607k | 5.8k | 104.57 |
| 2022-06-30 | $687k | 6.1k | 112.68 |
| 2022-03-31 | $831k | 6.1k | 136.30 |
| 2021-12-31 | $793k | 6.2k | 128.61 |
| 2021-09-30 | $998k | 6.1k | 163.69 |
| 2021-06-30 | $959k | 6.2k | 155.53 |
| 2021-03-31 | $948k | 6.2k | 152.22 |
| 2020-12-31 | $766k | 6.0k | 127.07 |
| 2020-09-30 | $576k | 6.0k | 96.35 |
| 2020-06-30 | $584k | 6.0k | 97.69 |
| 2020-03-31 | $543k | 6.0k | 90.83 |
| 2019-12-31 | $843k | 6.2k | 136.23 |
| 2019-09-30 | $726k | 6.2k | 116.38 |
| 2019-06-30 | $715k | 6.2k | 114.62 |
| 2019-03-31 | $724k | 6.2k | 116.06 |
| 2018-12-31 | $648k | 6.2k | 103.88 |
More positions owned by Hurlow Wealth Management Group
View all positions for Hurlow Wealth Management Group