JPMorgan Chase & Co. shares owned by Cape Investment Advisory
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cape Investment Advisory
from 13F filings
Historical chart of Cape Investment Advisory investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Cape Investment Advisory
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $980k | 3.4k | 289.90 |
| 2025-03-31 | $955k | 3.9k | 245.32 |
| 2024-12-31 | $935k | 3.9k | 239.70 |
| 2024-09-30 | $825k | 3.9k | 210.85 |
| 2024-06-30 | $782k | 3.9k | 202.25 |
| 2024-03-31 | $866k | 4.3k | 200.29 |
| 2023-12-31 | $715k | 4.2k | 170.09 |
| 2023-09-30 | $515k | 3.6k | 145.02 |
| 2023-06-30 | $437k | 3.0k | 145.43 |
| 2023-03-31 | $370k | 2.8k | 130.33 |