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JPMorgan Chase & Co. shares owned by Nicholas Hoffman & Company

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Nicholas Hoffman & Company from 13F filings

Historical chart of Nicholas Hoffman & Company investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Nicholas Hoffman & Company consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Nicholas Hoffman & Company

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.7M 13k 210.87
2024-06-30 $2.6M 13k 202.26
2024-03-31 $2.6M 13k 200.30
2023-12-31 $2.4M 14k 170.10
2023-09-30 $1.9M 13k 145.02
2023-06-30 $1.8M 13k 145.45
2023-03-31 $1.6M 12k 130.31
2022-12-31 $1.6M 12k 134.10
2022-09-30 $1.3M 12k 104.53
2022-06-30 $1.4M 13k 112.63
2022-03-31 $1.7M 12k 136.36
2021-12-31 $2.0M 13k 158.33
2021-09-30 $2.0M 12k 163.67
2021-06-30 $1.8M 12k 155.53
2021-03-31 $1.6M 10k 152.27
2020-12-31 $1.3M 11k 127.08
2020-09-30 $986k 10k 96.32
2020-06-30 $1.2M 12k 94.03
2020-03-31 $924k 10k 89.99
2019-12-31 $1.4M 9.8k 139.41
2019-09-30 $918k 7.8k 117.75
2019-06-30 $965k 8.6k 111.82
2019-03-31 $872k 8.6k 101.20
2018-12-31 $774k 7.9k 97.55
2018-09-30 $969k 8.6k 112.84
2018-06-30 $1.0M 9.7k 104.24
2018-03-31 $1.0M 9.2k 109.99
2017-12-31 $739k 6.9k 106.92
2017-09-30 $658k 6.9k 95.51
2017-06-30 $612k 6.7k 91.34
2017-03-31 $639k 7.3k 87.88
2016-12-31 $676k 7.8k 87.18
2016-09-30 $517k 7.8k 66.60
2016-06-30 $316k 5.1k 62.09

More positions owned by Nicholas Hoffman & Company

Vanguard S&p 500 Etf Etf (VOO)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Dividend Appreciation Etf Etf (VIG)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Small-cap Etf Etf (VB)
Invesco Qqq Trust Series I Etf (QQQ)
Microsoft Corp Stock (MSFT)
Vanguard Total Stock Market Etf Etf (VTI)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Broadcom Stock (AVGO)
Apple Stock (AAPL)
Accenture Plc Ireland Shs Class A Stock (ACN)

View all positions for Nicholas Hoffman & Company

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.