JPMorgan Chase & Co. shares owned by Capital Advantage
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Advantage
from 13F filings
Historical chart of Capital Advantage investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Capital Advantage consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Capital Advantage
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.0M | 3.2k | 315.44 |
| 2025-06-30 | $930k | 3.2k | 289.89 |
| 2025-03-31 | $807k | 3.4k | 239.69 |
| 2024-12-31 | $807k | 3.4k | 239.69 |
| 2021-03-31 | $312k | 2.1k | 152.20 |
| 2020-12-31 | $239k | 1.9k | 125.46 |
| 2020-06-30 | $208k | 2.2k | 93.86 |
| 2020-03-31 | $211k | 2.2k | 95.39 |
| 2019-12-31 | $294k | 2.2k | 133.21 |
| 2019-09-30 | $252k | 2.1k | 117.70 |
| 2018-12-31 | $210k | 2.2k | 97.45 |
| 2018-09-30 | $241k | 2.1k | 113.09 |
| 2018-06-30 | $222k | 2.1k | 104.23 |
| 2018-03-31 | $209k | 1.9k | 110.23 |
| 2017-03-31 | $228k | 2.6k | 87.90 |
| 2016-12-31 | $242k | 2.8k | 86.21 |