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