JPMorgan Chase & Co. shares owned by Capital Advisors Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Advisors Wealth Management
from 13F filings
Historical chart of Capital Advisors Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Advisors Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.6M | 12k | 315.43 |
| 2025-06-30 | $3.4M | 12k | 289.90 |
| 2025-03-31 | $2.9M | 12k | 245.29 |
| 2024-12-31 | $2.4M | 10k | 239.72 |
| 2024-09-30 | $1.8M | 8.5k | 210.86 |
| 2024-06-30 | $1.3M | 6.4k | 202.26 |
| 2024-03-31 | $998k | 5.0k | 200.30 |
| 2023-12-31 | $806k | 4.7k | 170.09 |
| 2023-09-30 | $643k | 4.4k | 145.03 |
| 2023-06-30 | $607k | 4.2k | 145.45 |
| 2023-03-31 | $453k | 3.5k | 130.32 |
| 2022-12-31 | $475k | 3.5k | 134.11 |
| 2022-09-30 | $318k | 3.0k | 104.57 |
| 2022-06-30 | $357k | 3.2k | 112.65 |
| 2022-03-31 | $448k | 3.3k | 136.17 |
| 2021-12-31 | $423k | 2.7k | 158.25 |
| 2021-09-30 | $465k | 2.8k | 163.67 |
| 2021-06-30 | $399k | 2.6k | 155.49 |
| 2021-03-31 | $358k | 2.4k | 152.08 |
More positions owned by Capital Advisors Wealth Management
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