JPMorgan Chase & Co. shares owned by Vanguard Capital Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Vanguard Capital Wealth Advisors
from 13F filings
Historical chart of Vanguard Capital Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Vanguard Capital Wealth 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 Vanguard Capital Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $671k | 3.4k | 200.31 |
| 2023-12-31 | $569k | 3.3k | 170.11 |
| 2023-09-30 | $513k | 3.5k | 145.00 |
| 2023-06-30 | $383k | 2.6k | 145.41 |
| 2023-03-31 | $355k | 2.7k | 130.32 |
| 2022-12-31 | $365k | 2.7k | 134.11 |
| 2022-09-30 | $262k | 2.5k | 104.34 |
| 2022-06-30 | $304k | 2.7k | 112.59 |
| 2022-03-31 | $591k | 4.3k | 136.11 |
| 2021-12-31 | $741k | 4.7k | 158.20 |
| 2021-09-30 | $438k | 2.7k | 163.55 |
| 2021-06-30 | $415k | 2.7k | 155.31 |
| 2021-03-31 | $413k | 2.7k | 154.96 |
| 2020-12-31 | $334k | 2.7k | 125.33 |
| 2020-06-30 | $230k | 2.5k | 93.69 |
| 2019-12-31 | $340k | 2.4k | 139.00 |
| 2019-09-30 | $305k | 2.6k | 117.67 |
| 2019-06-30 | $258k | 2.3k | 111.59 |
| 2019-03-31 | $249k | 2.5k | 101.14 |
| 2018-12-31 | $272k | 2.8k | 97.60 |
| 2018-09-30 | $316k | 2.8k | 112.50 |
| 2018-06-30 | $261k | 2.5k | 104.03 |
| 2018-03-31 | $271k | 2.5k | 108.00 |
| 2017-12-31 | $225k | 2.1k | 106.94 |
More positions owned by Vanguard Capital Wealth Advisors
View all positions for Vanguard Capital Wealth Advisors