JPMorgan Chase & Co. shares owned by Capital Investment Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Investment Advisors
from 13F filings
Historical chart of Capital Investment Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Capital Investment Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Capital Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $43M | 213k | 200.30 |
| 2023-12-31 | $35M | 208k | 170.10 |
| 2023-09-30 | $30M | 206k | 145.02 |
| 2023-03-31 | $26M | 200k | 130.31 |
| 2022-12-31 | $27M | 199k | 134.10 |
| 2022-09-30 | $20M | 194k | 104.50 |
| 2022-06-30 | $20M | 182k | 112.61 |
| 2022-03-31 | $23M | 170k | 136.32 |
| 2021-12-31 | $25M | 158k | 158.35 |
| 2021-09-30 | $25M | 150k | 163.69 |
| 2021-06-30 | $22M | 143k | 155.54 |
| 2021-03-31 | $21M | 136k | 152.23 |
| 2020-12-31 | $17M | 130k | 127.07 |
| 2020-09-30 | $12M | 127k | 96.27 |
| 2020-06-30 | $9.9M | 106k | 94.06 |
| 2020-03-31 | $8.5M | 94k | 90.03 |
| 2019-12-31 | $13M | 93k | 139.40 |
| 2019-09-30 | $11M | 93k | 117.69 |
| 2019-06-30 | $9.3M | 83k | 111.79 |
| 2019-03-31 | $7.2M | 71k | 101.23 |
| 2018-12-31 | $6.9M | 71k | 97.62 |
| 2018-09-30 | $7.8M | 69k | 112.84 |
| 2018-06-30 | $7.2M | 69k | 104.20 |
| 2018-03-31 | $7.3M | 67k | 109.96 |
| 2017-12-31 | $7.1M | 67k | 106.94 |
| 2017-09-30 | $6.4M | 67k | 95.51 |
| 2017-06-30 | $6.6M | 72k | 91.40 |
| 2017-03-31 | $6.2M | 71k | 87.84 |
| 2016-12-31 | $6.2M | 72k | 86.30 |
| 2016-09-30 | $4.7M | 71k | 66.59 |
| 2016-06-30 | $4.2M | 68k | 62.14 |
| 2016-03-31 | $3.9M | 66k | 59.22 |
| 2015-12-31 | $4.0M | 60k | 66.02 |
| 2015-09-30 | $3.4M | 56k | 60.97 |
| 2015-06-30 | $3.8M | 56k | 67.76 |
| 2015-03-31 | $3.4M | 54k | 62.57 |
| 2014-12-31 | $3.4M | 54k | 62.57 |
| 2014-09-30 | $3.2M | 54k | 60.24 |
| 2014-06-30 | $3.1M | 54k | 57.62 |
| 2014-03-31 | $3.2M | 53k | 60.71 |
| 2013-12-31 | $3.1M | 52k | 58.48 |
More positions owned by Capital Investment Advisors
Home Depot (HD)
View all positions for Capital Investment Advisors