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JPMorgan Chase & Co. shares owned by CapWealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by CapWealth Advisors from 13F filings

Historical chart of CapWealth Advisors investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by CapWealth Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by CapWealth Advisors

Quarter filed Position value Share count Share price at filing
2013-03-31 $3.3M 69k 47.46
2012-12-31 $3.1M 71k 43.96
2012-09-30 $3.0M 74k 40.48
2012-06-30 $3.2M 88k 35.73
2012-03-31 $4.0M 87k 45.99
2011-12-31 $3.4M 103k 33.25