Capital One Financial shares owned by JFS Wealth Advisors
Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by JFS Wealth Advisors
from 13F filings
Historical chart of JFS Wealth Advisors investment in Capital One Financial
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Quarterly reported holdings in Capital One Financial by JFS Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $608k | 2.9k | 212.55 |
| 2025-06-30 | $73k | 344 | 212.96 |
| 2025-03-31 | $25k | 141 | 179.31 |
| 2024-12-31 | $23k | 127 | 178.32 |
| 2024-09-30 | $19k | 127 | 149.73 |
| 2024-06-30 | $17k | 122 | 138.45 |
| 2024-03-31 | $19k | 126 | 148.90 |
| 2023-12-31 | $19k | 145 | 131.12 |
| 2023-09-30 | $13k | 137 | 97.05 |
| 2023-06-30 | $13k | 115 | 109.37 |
| 2023-03-31 | $6.3k | 65 | 96.17 |
| 2022-12-31 | $8.9k | 96 | 92.96 |
| 2022-09-30 | $6.0k | 68 | 88.24 |
| 2022-06-30 | $18k | 169 | 106.51 |
| 2022-03-31 | $14k | 106 | 132.08 |
| 2021-12-31 | $36k | 247 | 145.75 |
| 2021-09-30 | $43k | 267 | 161.05 |
| 2021-06-30 | $3.0k | 18 | 166.67 |
| 2016-03-31 | $3.0k | 40 | 75.00 |
| 2015-06-30 | $21k | 241 | 87.14 |
| 2015-03-31 | $19k | 241 | 78.84 |
| 2014-12-31 | $31k | 376 | 82.45 |