JPMorgan Chase & Co. shares owned by Capital Performance Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Performance Advisors
from 13F filings
Historical chart of Capital Performance Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Performance Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.2M | 10k | 315.44 |
| 2025-06-30 | $2.8M | 9.7k | 289.92 |
| 2025-03-31 | $2.3M | 9.2k | 245.31 |
| 2024-12-31 | $719k | 3.0k | 239.72 |
| 2024-09-30 | $548k | 2.6k | 210.87 |
| 2024-06-30 | $394k | 1.9k | 202.26 |
| 2024-03-31 | $384k | 1.9k | 200.30 |
| 2023-12-31 | $297k | 1.7k | 170.10 |
| 2023-09-30 | $247k | 1.7k | 145.02 |
| 2023-06-30 | $238k | 1.6k | 145.44 |
| 2023-03-31 | $220k | 1.7k | 130.31 |
| 2022-12-31 | $213k | 1.6k | 134.10 |
| 2022-03-31 | $216k | 1.6k | 136.19 |
| 2021-12-31 | $239k | 1.6k | 145.20 |
More positions owned by Capital Performance Advisors
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