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JPMorgan Chase & Co. shares owned by Capasso Planning Partners

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capasso Planning Partners from 13F filings

Historical chart of Capasso Planning Partners investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Capasso Planning Partners consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Capasso Planning Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $212k 659 322.01
2024-06-30 $222k 1.1k 202.25
2024-03-31 $213k 1.1k 200.35

More positions owned by Capasso Planning Partners

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTM)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SLYV)
First Tr Exchange-traded First Tr Enh New (FTSM)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Index Fds Total Stk Mkt (VTI)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Ishares Tr National Mun Etf (MUB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Capasso Planning Partners

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Norges Bank Investment Management
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Bank of New York Mellon
Goldman Sachs Group
Wells Fargo & Company
UBS Group
Capital Research Global Investors
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.