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JPMorgan Chase & Co. shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $213k 1.1k 200.28
2022-12-31 $295k 2.2k 134.12
2022-09-30 $340k 3.3k 104.52
2022-06-30 $467k 4.2k 112.53
2022-03-31 $546k 4.0k 136.40
2021-12-31 $530k 3.3k 158.45

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Capstone Wealth Management Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.