JPMorgan Chase & Co. shares owned by Capital Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Advisors
from 13F filings
Historical chart of Capital Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $177M | 561k | 315.43 |
| 2025-06-30 | $155M | 536k | 289.91 |
| 2025-03-31 | $124M | 507k | 245.30 |
| 2024-12-31 | $117M | 490k | 239.71 |
| 2024-09-30 | $102M | 485k | 210.86 |
| 2024-06-30 | $114M | 562k | 202.26 |
| 2024-03-31 | $111M | 552k | 200.30 |
| 2023-12-31 | $104M | 609k | 170.10 |
| 2023-09-30 | $78M | 534k | 145.02 |
| 2023-06-30 | $75M | 513k | 145.44 |
| 2023-03-31 | $60M | 459k | 130.31 |
| 2022-12-31 | $60M | 449k | 134.10 |
| 2022-09-30 | $43M | 386k | 111.19 |
| 2022-06-30 | $35M | 312k | 112.61 |
| 2022-03-31 | $40M | 292k | 136.32 |
| 2021-12-31 | $45M | 287k | 158.35 |
| 2021-09-30 | $46M | 278k | 163.69 |
| 2021-06-30 | $42M | 272k | 155.54 |
| 2021-03-31 | $39M | 258k | 152.23 |
| 2020-12-31 | $34M | 270k | 127.07 |
| 2020-09-30 | $25M | 258k | 96.27 |
| 2020-06-30 | $25M | 254k | 97.24 |
| 2020-03-31 | $18M | 203k | 90.03 |
| 2019-12-31 | $23M | 161k | 139.40 |
| 2019-09-30 | $15M | 134k | 111.80 |
| 2019-06-30 | $15M | 134k | 111.80 |
| 2019-03-31 | $7.7M | 76k | 101.23 |
| 2018-12-31 | $199k | 15k | 13.00 |
| 2018-09-30 | $1.1M | 10k | 112.85 |
| 2018-06-30 | $1.1M | 10k | 104.22 |
| 2018-03-31 | $1.1M | 11k | 109.98 |
| 2017-12-31 | $4.3M | 40k | 106.95 |
| 2017-09-30 | $3.7M | 39k | 95.51 |
| 2017-06-30 | $3.8M | 42k | 91.40 |
| 2017-03-31 | $1.1M | 12k | 87.85 |
| 2016-12-31 | $1.1M | 13k | 86.28 |
| 2016-09-30 | $450k | 6.8k | 66.59 |
| 2016-06-30 | $456k | 7.3k | 62.14 |
| 2016-03-31 | $406k | 6.9k | 59.22 |
| 2015-12-31 | $517k | 7.8k | 66.03 |
| 2015-09-30 | $428k | 7.0k | 60.97 |
| 2015-06-30 | $494k | 7.3k | 67.76 |
| 2015-03-31 | $662k | 11k | 60.58 |
| 2014-12-31 | $427k | 6.8k | 62.58 |
| 2014-09-30 | $296k | 4.9k | 60.25 |
| 2014-06-30 | $276k | 4.8k | 57.62 |
| 2014-03-31 | $541k | 8.9k | 60.71 |
| 2013-12-31 | $550k | 9.4k | 58.48 |
| 2013-09-30 | $476k | 9.2k | 51.69 |
| 2013-06-30 | $732k | 14k | 52.79 |