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Capital One Financial shares owned by JGP Wealth Management

Quarter-by-quarter ownership of Capital One Financial (COF) shares owned by JGP Wealth Management from 13F filings

Historical chart of JGP Wealth Management investment in Capital One Financial

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All positions including Capital One Financial held by JGP Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Capital One Financial by JGP Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $232k 956 242.36

More positions owned by JGP Wealth Management

Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Kla Corp Com New (KLAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
JPMorgan Chase & Co. (JPM)
Analog Devices (ADI)
PNC Financial Services (PNC)
Automatic Data Processing (ADP)
Raytheon Technologies Corp (RTX)
W.W. Grainger (GWW)
Wal-Mart Stores (WMT)
Quest Diagnostics Incorporated (DGX)
Amgen (AMGN)

View all positions for JGP Wealth Management

Top funds holding Capital One Financial

Vanguard Group
BlackRock
State Street Corporation
Capital World Investors
Jpmorgan Chase & Co
FMR
Geode Capital Management
Franklin Resources
Harris Associates L.P
Dodge & Cox
Norges Bank Investment Management
Davis Selected Advisers
Goldman Sachs Group
Reed Conner & Birdwell
Berkshire Hathaway

View all funds holding Capital One Financial