JPMorgan Chase & Co. shares owned by Capital Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Planning
from 13F filings
Historical chart of Capital Planning investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $279k | 883 | 315.43 |
| 2025-06-30 | $256k | 883 | 289.91 |
| 2025-03-31 | $497k | 2.0k | 245.30 |
| 2024-12-31 | $565k | 2.4k | 239.71 |
| 2024-09-30 | $439k | 2.1k | 210.86 |
| 2024-06-30 | $350k | 1.7k | 202.26 |
| 2024-03-31 | $347k | 1.7k | 200.30 |
| 2023-12-31 | $294k | 1.7k | 170.10 |
| 2023-09-30 | $253k | 1.7k | 145.02 |
| 2023-06-30 | $254k | 1.7k | 145.44 |
| 2023-03-31 | $235k | 1.8k | 130.31 |
| 2022-09-30 | $347k | 3.3k | 104.55 |
| 2022-06-30 | $374k | 3.3k | 112.68 |
| 2022-03-31 | $447k | 3.3k | 136.41 |
| 2021-12-31 | $524k | 3.3k | 158.26 |
| 2021-09-30 | $542k | 3.3k | 163.70 |
| 2021-06-30 | $515k | 3.3k | 155.54 |
| 2021-03-31 | $630k | 4.1k | 152.32 |
| 2020-12-31 | $526k | 4.1k | 127.18 |