JPMorgan Chase & Co. shares owned by Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $2.1M | 11k | 200.31 |
| 2023-12-31 | $1.8M | 10k | 170.07 |
| 2023-09-30 | $1.5M | 10k | 145.04 |
| 2023-06-30 | $1.5M | 10k | 145.43 |
| 2023-03-31 | $1.2M | 9.1k | 130.33 |
| 2022-12-31 | $1.2M | 10k | 116.78 |
| 2022-09-30 | $1.1M | 10k | 104.51 |
| 2022-06-30 | $1.2M | 11k | 112.66 |
| 2022-03-31 | $1.5M | 11k | 136.33 |
| 2021-12-31 | $1.9M | 12k | 158.33 |
| 2021-09-30 | $1.8M | 11k | 163.65 |
| 2021-06-30 | $1.5M | 9.6k | 155.52 |
| 2021-03-31 | $1.3M | 8.9k | 152.19 |
| 2020-12-31 | $1.1M | 8.9k | 127.03 |
| 2020-09-30 | $873k | 9.1k | 96.32 |
| 2020-06-30 | $853k | 9.1k | 94.11 |
| 2020-03-31 | $816k | 9.1k | 90.03 |
| 2019-12-31 | $680k | 4.9k | 139.46 |
| 2019-09-30 | $537k | 4.6k | 117.61 |
| 2019-06-30 | $521k | 4.7k | 111.83 |
| 2019-03-31 | $333k | 3.3k | 101.22 |
| 2018-12-31 | $321k | 3.3k | 97.57 |
| 2018-09-30 | $371k | 3.3k | 112.77 |
| 2018-06-30 | $202k | 1.9k | 104.39 |
| 2018-03-31 | $213k | 1.9k | 110.08 |
| 2017-12-31 | $207k | 1.9k | 106.98 |
| 2017-09-30 | $185k | 1.9k | 95.61 |
| 2017-06-30 | $177k | 1.9k | 91.47 |
| 2017-03-31 | $111k | 1.3k | 87.75 |
| 2016-12-31 | $119k | 1.4k | 86.17 |
| 2016-09-30 | $86k | 1.3k | 66.46 |
| 2016-06-30 | $80k | 1.3k | 61.82 |
| 2016-03-31 | $82k | 1.4k | 59.46 |
| 2015-12-31 | $91k | 1.4k | 65.99 |
| 2015-09-30 | $89k | 1.5k | 60.71 |
| 2015-06-30 | $135k | 2.0k | 67.64 |
| 2015-03-31 | $84k | 1.4k | 60.91 |
| 2014-12-31 | $86k | 1.4k | 62.36 |
| 2014-09-30 | $5.0k | 1.3k | 3.85 |
| 2014-06-30 | $97k | 1.7k | 57.77 |
| 2014-03-31 | $102k | 1.7k | 60.75 |
| 2013-12-31 | $98k | 1.7k | 58.37 |