Cape Investment Advisory »

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.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
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