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JPMorgan Chase & Co. shares owned by California Capital Advisors

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

Historical chart of California Capital Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by California Capital Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.8M 19k 315.43
2025-06-30 $6.3M 22k 289.91
2025-03-31 $5.2M 21k 245.30
2019-03-31 $528k 5.2k 101.23
2018-12-31 $509k 5.2k 97.58
2018-09-30 $1.8M 16k 112.81
2018-06-30 $544k 5.2k 104.29
2018-03-31 $574k 5.2k 110.05
2017-12-31 $558k 5.2k 106.98
2017-09-30 $498k 5.2k 95.48
2017-06-30 $357k 3.9k 91.37
2017-03-31 $383k 4.4k 87.88