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JPMorgan Chase & Co. shares owned by Capital Asset Advisory Services

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Asset Advisory Services from 13F filings

Historical chart of Capital Asset 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 Asset Advisory Services consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Asset Advisory Services

Quarter filed Position value Share count Share price at filing
2025-09-30 $10M 33k 315.43
2025-06-30 $9.5M 33k 290.41
2025-03-31 $8.5M 35k 245.82
2024-12-31 $9.6M 40k 243.28
2024-09-30 $8.3M 39k 210.75
2024-06-30 $8.3M 40k 207.63
2024-03-31 $7.8M 40k 197.45
2023-12-31 $6.8M 40k 170.10
2023-09-30 $5.7M 39k 146.15
2023-06-30 $5.5M 37k 149.77
2023-03-31 $4.7M 36k 130.31
2022-12-31 $4.5M 34k 135.11
2022-09-30 $3.4M 32k 104.51
2022-06-30 $3.4M 30k 112.62
2022-03-31 $4.3M 32k 136.33
2021-12-31 $4.1M 26k 158.36
2021-09-30 $4.3M 26k 163.67
2021-06-30 $4.2M 27k 155.53
2021-03-31 $4.4M 29k 152.22
2020-12-31 $3.7M 29k 127.08
2020-09-30 $2.2M 22k 96.27
2020-06-30 $2.5M 24k 103.84
2020-03-31 $1.9M 22k 84.04
2019-12-31 $3.0k 146 20.34
2019-09-30 $1.1M 9.2k 117.69
2019-06-30 $976k 8.7k 111.75
2019-03-31 $248k 2.5k 101.22
2018-12-31 $1.0M 11k 97.66
2018-09-30 $1.2M 11k 112.85
2018-06-30 $1.1M 11k 104.20
2018-03-31 $1.2M 11k 109.94
2017-12-31 $1.2M 11k 106.96
2017-09-30 $1.1M 11k 95.48
2017-06-30 $1.0M 11k 91.11
2016-03-31 $1.2M 20k 59.22

More positions owned by Capital Asset Advisory Services

Vanguard Index Fds Large Cap Etf (VV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core Msci Intl (IDEV)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr TRS FLT RT BD (TFLO)
Spdr Series Trust Bloomberg 1-3 Mo (BIL)
Ishares Gold Tr Ishares New (IAU)
Vanguard Scottsdale Fds Total Corp Bnd (VTC)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Exchange Traded Fd T Aerospace Defn (PPA)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Wisdomtree Tr Dynamic Intl Eqt (DDWM)
Ishares Tr Core S&p Scp Etf (IJR)

View all positions for Capital Asset Advisory Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.