Capital One Financial shares owned by Jeppson Wealth Management
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by Jeppson Wealth Management
from 13F filings
Historical chart of Jeppson Wealth Management investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by Jeppson Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 5.4k | 212.58 |
| 2025-06-30 | $1.2M | 5.5k | 212.75 |
| 2025-03-31 | $1.0M | 5.6k | 179.29 |
| 2024-12-31 | $1.0M | 5.7k | 178.31 |
| 2024-09-30 | $877k | 5.9k | 149.72 |
| 2024-06-30 | $817k | 5.9k | 138.44 |
| 2024-03-31 | $886k | 5.9k | 148.88 |
| 2023-12-31 | $809k | 6.2k | 131.11 |
| 2023-09-30 | $601k | 6.2k | 97.04 |
| 2023-06-30 | $701k | 6.4k | 109.38 |
| 2023-03-31 | $573k | 6.0k | 96.17 |
| 2022-12-31 | $521k | 5.6k | 92.97 |
| 2022-09-30 | $549k | 6.0k | 92.15 |
| 2022-06-30 | $612k | 5.9k | 104.24 |
| 2022-03-31 | $814k | 6.2k | 131.21 |
| 2021-12-31 | $776k | 5.4k | 145.05 |
| 2021-09-30 | $916k | 5.7k | 161.92 |
| 2021-06-30 | $847k | 5.5k | 154.62 |
| 2021-03-31 | $732k | 5.8k | 127.08 |
| 2020-12-31 | $585k | 5.9k | 98.85 |
| 2020-09-30 | $427k | 5.9k | 71.89 |
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