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JPMorgan Chase & Co. shares owned by Capital Investment Advisors

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

Historical chart of Capital Investment Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $46M 218k 210.86
2024-06-30 $44M 216k 202.26
2024-03-31 $43M 213k 200.30
2023-12-31 $35M 208k 170.10
2023-09-30 $30M 206k 145.02
2023-03-31 $26M 200k 130.31
2022-12-31 $27M 199k 134.10
2022-09-30 $20M 194k 104.50
2022-06-30 $20M 182k 112.61
2022-03-31 $23M 170k 136.32
2021-12-31 $25M 158k 158.35
2021-09-30 $25M 150k 163.69
2021-06-30 $22M 143k 155.54
2021-03-31 $21M 136k 152.23
2020-12-31 $17M 130k 127.07
2020-09-30 $12M 127k 96.27
2020-06-30 $9.9M 106k 94.06
2020-03-31 $8.5M 94k 90.03
2019-12-31 $13M 93k 139.40
2019-09-30 $11M 93k 117.69
2019-06-30 $9.3M 83k 111.79
2019-03-31 $7.2M 71k 101.23
2018-12-31 $6.9M 71k 97.62
2018-09-30 $7.8M 69k 112.84
2018-06-30 $7.2M 69k 104.20
2018-03-31 $7.3M 67k 109.96
2017-12-31 $7.1M 67k 106.94
2017-09-30 $6.4M 67k 95.51
2017-06-30 $6.6M 72k 91.40
2017-03-31 $6.2M 71k 87.84
2016-12-31 $6.2M 72k 86.30
2016-09-30 $4.7M 71k 66.59
2016-06-30 $4.2M 68k 62.14
2016-03-31 $3.9M 66k 59.22
2015-12-31 $4.0M 60k 66.02
2015-09-30 $3.4M 56k 60.97
2015-06-30 $3.8M 56k 67.76
2015-03-31 $3.4M 54k 62.57
2014-12-31 $3.4M 54k 62.57
2014-09-30 $3.2M 54k 60.24
2014-06-30 $3.1M 54k 57.62
2014-03-31 $3.2M 53k 60.71
2013-12-31 $3.1M 52k 58.48

More positions owned by Capital Investment Advisors

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First Tr Exchange-traded No Amer Energy (EMLP)
First Tr Exchange-traded Smid Risng Etf (SDVY)
Apple (AAPL)
Home Depot (HD)
Select Sector Spdr Tr Financial (XLF)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Microsoft Corporation (MSFT)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Spdr Ser Tr S&p Divid Etf (SDY)
Johnson & Johnson (JNJ)
Ishares Tr Ibds Dec28 Etf (IBDT)
Alphabet Cap Stk Cl A (GOOGL)
Select Sector Spdr Tr Technology (XLK)

View all positions for Capital Investment Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
Bank of America Corporation
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.