JPMorgan Chase & Co. shares owned by Capital Analysts
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Analysts
from 13F filings
Historical chart of Capital Analysts investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Analysts
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $9.5M | 56k | 169.88 |
| 2023-09-30 | $7.8M | 54k | 143.43 |
| 2023-06-30 | $7.8M | 53k | 146.34 |
| 2023-03-31 | $5.4M | 40k | 135.80 |
| 2022-12-31 | $5.6M | 40k | 140.63 |
| 2022-09-30 | $4.0M | 38k | 104.51 |
| 2022-06-30 | $4.1M | 37k | 112.61 |
| 2022-03-31 | $4.5M | 36k | 125.00 |
| 2021-12-31 | $5.9M | 37k | 158.36 |
| 2021-09-30 | $6.3M | 39k | 163.69 |
| 2021-06-30 | $6.4M | 41k | 155.55 |
| 2021-03-31 | $6.0M | 40k | 152.23 |
| 2020-12-31 | $4.0M | 32k | 127.07 |
| 2020-09-30 | $3.2M | 33k | 96.28 |
| 2020-06-30 | $3.0M | 31k | 94.07 |
| 2020-03-31 | $2.8M | 31k | 90.02 |
| 2019-12-31 | $4.6M | 33k | 139.41 |
| 2019-09-30 | $3.8M | 32k | 117.69 |
| 2019-06-30 | $3.5M | 32k | 111.81 |
| 2019-03-31 | $3.2M | 32k | 101.23 |
| 2018-12-31 | $3.1M | 32k | 97.63 |
| 2018-09-30 | $3.7M | 33k | 112.85 |
| 2018-06-30 | $3.5M | 33k | 104.20 |
| 2018-03-31 | $3.6M | 33k | 109.98 |
| 2017-12-31 | $4.0k | 53 | 75.47 |
| 2017-09-30 | $3.2M | 34k | 95.51 |
| 2017-06-30 | $3.1M | 33k | 91.40 |
| 2017-03-31 | $2.9M | 33k | 87.84 |
| 2016-12-31 | $3.5M | 40k | 86.28 |
| 2016-09-30 | $3.1M | 46k | 66.59 |
| 2016-06-30 | $3.0M | 48k | 62.14 |
| 2016-03-31 | $2.9M | 49k | 59.22 |
| 2015-12-31 | $3.1M | 47k | 66.03 |
| 2015-09-30 | $2.8M | 47k | 60.97 |
| 2015-06-30 | $3.0M | 45k | 67.76 |
| 2015-03-31 | $2.6M | 43k | 60.58 |
| 2014-12-31 | $2.8M | 45k | 62.58 |
| 2014-09-30 | $2.6M | 43k | 60.24 |
| 2014-06-30 | $375k | 6.5k | 57.62 |
| 2014-03-31 | $355k | 5.8k | 60.72 |
| 2013-12-31 | $288k | 4.9k | 58.48 |
| 2013-09-30 | $244k | 4.7k | 51.69 |
| 2013-06-30 | $378k | 7.2k | 52.79 |
| 2013-03-31 | $295k | 6.2k | 47.46 |
| 2012-12-31 | $225k | 5.1k | 43.97 |