JPMorgan Chase & Co. shares owned by Capital Financial Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Financial Planning
from 13F filings
Historical chart of Capital Financial Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Capital Financial Planning 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 Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-09-30 | $417k | 2.9k | 145.00 |
| 2023-06-30 | $428k | 2.9k | 145.43 |
| 2023-03-31 | $345k | 2.6k | 130.31 |
| 2022-12-31 | $344k | 2.6k | 134.11 |
| 2022-09-30 | $274k | 2.6k | 104.70 |
| 2022-06-30 | $278k | 2.5k | 112.46 |
| 2022-03-31 | $313k | 2.3k | 136.15 |
| 2021-12-31 | $373k | 2.4k | 158.39 |
| 2021-09-30 | $338k | 2.1k | 163.52 |
| 2021-06-30 | $359k | 2.3k | 155.61 |
| 2021-03-31 | $442k | 2.9k | 152.41 |
| 2020-12-31 | $379k | 3.0k | 126.97 |
| 2020-09-30 | $298k | 3.1k | 96.16 |
| 2020-06-30 | $293k | 3.1k | 93.97 |
| 2020-03-31 | $228k | 2.5k | 89.91 |
| 2019-12-31 | $321k | 2.3k | 139.44 |
| 2019-09-30 | $264k | 2.2k | 117.86 |
| 2019-06-30 | $305k | 2.7k | 111.68 |
| 2018-12-31 | $230k | 2.4k | 97.50 |
More positions owned by Capital Financial Planning
View all positions for Capital Financial Planning