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

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

Historical chart of Capital Investment 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 Investment 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 Investment Advisory Services

Quarter filed Position value Share count Share price at filing
2025-12-31 $8.7M 27k 322.22
2025-09-30 $8.5M 27k 315.44
2025-06-30 $7.7M 27k 289.91
2025-03-31 $5.8M 24k 245.30
2024-12-31 $5.5M 23k 239.71
2024-09-30 $4.8M 23k 210.86
2024-06-30 $4.6M 23k 202.26
2024-03-31 $4.5M 23k 200.30
2023-12-31 $3.9M 23k 170.10
2023-09-30 $3.5M 24k 145.02
2023-06-30 $3.8M 26k 145.44
2023-03-31 $3.5M 27k 130.31
2022-12-31 $4.5M 34k 134.10
2022-09-30 $3.8M 36k 104.51
2022-06-30 $3.8M 34k 112.61
2022-03-31 $4.4M 32k 136.33
2021-12-31 $4.4M 28k 158.36
2021-09-30 $4.5M 27k 163.70
2021-06-30 $3.9M 25k 155.54
2021-03-31 $3.8M 25k 152.22
2020-12-31 $3.3M 26k 127.06
2020-09-30 $2.2M 23k 96.27
2020-06-30 $2.4M 26k 94.05
2020-03-31 $2.1M 23k 90.03
2019-12-31 $1.5M 11k 139.40
2019-09-30 $1.1M 8.9k 117.68
2019-06-30 $1.1M 9.8k 114.23
2019-03-31 $408k 4.0k 101.22
2018-12-31 $369k 3.8k 97.57
2018-09-30 $432k 3.8k 112.73
2018-06-30 $406k 3.9k 104.32
2018-03-31 $412k 3.8k 109.87
2017-12-31 $294k 2.8k 106.79
2017-09-30 $256k 2.7k 95.59
2017-06-30 $260k 2.8k 91.36
2017-03-31 $240k 2.7k 87.72
2016-12-31 $338k 3.9k 86.36

More positions owned by Capital Investment Advisory Services

Spdr Series Trust State Street Spd (BIL)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Active Bond Etf (JBND)
First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Tr Core S&p500 Etf (IVV)
Neos Etf Trust Nasdaq 100 High (QQQI)
First Tr Exchange-traded First Tr Enh New (FTSM)

View all positions for Capital Investment Advisory Services

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
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
Bank of New York Mellon
UBS Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.