JPMorgan Chase & Co. shares owned by Capital Planning Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Planning Advisors
from 13F filings
Historical chart of Capital Planning Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Planning Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $1.2M | 7.1k | 170.10 |
| 2023-09-30 | $1.0M | 7.0k | 145.02 |
| 2023-06-30 | $979k | 6.7k | 145.44 |
| 2023-03-31 | $751k | 5.8k | 130.31 |
| 2022-12-31 | $921k | 6.9k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.51 |
| 2022-06-30 | $2.6M | 24k | 112.63 |
| 2022-03-31 | $3.6M | 27k | 136.33 |
| 2021-12-31 | $4.1M | 26k | 158.36 |
| 2021-09-30 | $4.2M | 25k | 163.68 |
| 2021-06-30 | $4.0M | 26k | 155.55 |
| 2021-03-31 | $4.0M | 27k | 152.24 |
| 2020-12-31 | $2.7M | 22k | 127.05 |
| 2020-09-30 | $2.0M | 21k | 96.28 |
| 2020-06-30 | $2.0M | 21k | 94.06 |
| 2020-03-31 | $1.9M | 21k | 90.03 |
| 2019-12-31 | $3.2M | 23k | 139.38 |
| 2019-09-30 | $2.6M | 22k | 117.70 |
| 2019-06-30 | $2.6M | 23k | 111.80 |
| 2019-03-31 | $2.3M | 23k | 101.23 |
| 2018-12-31 | $1.8M | 19k | 97.62 |
| 2018-09-30 | $2.5M | 23k | 112.84 |
| 2018-06-30 | $1.6M | 15k | 104.21 |
| 2018-03-31 | $1.4M | 13k | 109.98 |
| 2017-12-31 | $1.3M | 12k | 106.92 |
| 2017-09-30 | $948k | 9.9k | 95.53 |
| 2017-06-30 | $748k | 8.2k | 91.45 |
| 2017-03-31 | $304k | 3.5k | 87.94 |