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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
2025-09-30 $3.9M 13k 315.42
2025-06-30 $3.5M 12k 289.91
2025-03-31 $2.9M 12k 245.29
2024-12-31 $2.9M 12k 239.71
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)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Vanguard Mid-cap Etf Etf (VO)
Vanguard Small-cap Etf Etf (VB)
Vanguard Dividend Appreciation Etf Etf (VIG)
Intuit Stock (INTU)
Microsoft Corp Stock (MSFT)
Broadcom Stock (AVGO)
Vanguard Total Stock Market Etf Etf (VTI)
Invesco Qqq Trust Series I Etf (QQQ)
Vanguard Ftse All-world Ex-us Index Fund Etf (VEU)
Spdr S&p 500 Etf Trust Etf (SPY)
Vanguard 0-3 Month Treasury Bill Etf Etf (VBIL)

View all positions for Nicholas Hoffman & Company

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.