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JPMorgan Chase & Co. shares owned by Capital Financial Group

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

Historical chart of Capital Financial Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Capital Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Financial Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.6M 16k 294.16

More positions owned by Capital Financial Group

Spdr Series Trust State Street Spd (SPYM)
Goldman Sachs Etf Tr Activebeta Int (GSIE)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Index Shs Fds State Street Spd (SPEM)
Ishares Tr Core S&p Mcp Etf (IJH)
Goldman Sachs Etf Tr Activebeta Us (GSSC)
First Tr Exchng Traded Fd Vi Smith Opport Fxd (FIXD)
Apple (AAPL)
JPMorgan Chase & Co. (JPM)
Goldman Sachs Etf Tr Access Invt Gr (GIGB)
Goldman Sachs Etf Tr Acces Treasury (GBIL)
Spdr Series Trust State Street Spd (SPAB)
Johnson & Johnson (JNJ)
Ssga Active Etf Tr State Street Dou (TOTL)
First Tr Exchange Traded Smid Risng Etf (SDVY)

View all positions for Capital Financial Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Morgan Stanley
Bank of America Corporation
Vanguard Portfolio Management
Geode Capital Management
FMR
Northern Trust
Capital Research Global Investors
Goldman Sachs Group
Royal Bank of Canada
Wells Fargo & Company
UBS Group

View all funds holding JPMorgan Chase & Co.