JPMorgan Chase & Co. shares owned by Capital Advisory Group Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Advisory Group Advisory Services
from 13F filings
Historical chart of Capital Advisory Group Advisory Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Capital Advisory Group Advisory Services consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Capital Advisory Group Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.9M | 6.1k | 315.43 |
| 2025-06-30 | $1.8M | 6.3k | 289.94 |
| 2025-03-31 | $1.6M | 6.3k | 245.32 |
| 2024-12-31 | $1.5M | 6.2k | 239.74 |
| 2024-09-30 | $1.1M | 5.0k | 210.89 |
| 2024-06-30 | $983k | 4.9k | 202.28 |
| 2024-03-31 | $646k | 3.2k | 200.35 |
| 2023-12-31 | $277k | 1.6k | 170.18 |
| 2023-09-30 | $248k | 1.7k | 145.08 |
| 2023-03-31 | $293k | 2.2k | 130.34 |
| 2022-12-31 | $173k | 1.3k | 134.14 |
| 2022-09-30 | $337k | 3.2k | 104.40 |
| 2022-06-30 | $380k | 3.2k | 119.01 |
| 2022-03-31 | $467k | 3.4k | 136.23 |
| 2021-12-31 | $524k | 29k | 17.82 |
| 2021-09-30 | $602k | 3.7k | 163.63 |
| 2021-06-30 | $517k | 3.3k | 155.44 |
| 2021-03-31 | $522k | 3.4k | 152.19 |
| 2020-12-31 | $448k | 3.5k | 126.98 |
| 2020-09-30 | $260k | 2.7k | 96.30 |
| 2020-06-30 | $221k | 2.4k | 93.88 |
| 2020-03-31 | $12k | 134 | 90.00 |
| 2019-09-30 | $16k | 134 | 120.00 |
| 2019-06-30 | $15k | 134 | 110.00 |
| 2019-03-31 | $13k | 134 | 100.00 |
| 2018-12-31 | $13k | 134 | 100.00 |
| 2018-09-30 | $26k | 236 | 110.00 |
| 2018-06-30 | $32k | 304 | 105.88 |
| 2018-03-31 | $34k | 304 | 111.76 |
More positions owned by Capital Advisory Group Advisory Services
View all positions for Capital Advisory Group Advisory Services