JPMorgan Chase & Co. shares owned by Capital Wealth Planning
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Wealth Planning
from 13F filings
Historical chart of Capital Wealth Planning investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Capital Wealth 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 Wealth Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $575M | 2.4M | 239.71 |
| 2024-09-30 | $527M | 2.5M | 210.86 |
| 2024-06-30 | $497M | 2.5M | 202.26 |
| 2024-03-31 | $389M | 1.9M | 200.30 |
| 2023-12-31 | $468M | 2.7M | 170.10 |
| 2023-09-30 | $425M | 2.9M | 145.02 |
| 2023-06-30 | $448M | 3.1M | 145.44 |
| 2023-03-31 | $395M | 3.0M | 130.31 |
| 2022-12-31 | $379M | 2.8M | 134.10 |
| 2022-09-30 | $270M | 2.6M | 104.50 |
| 2022-06-30 | $261M | 2.3M | 112.61 |
| 2022-03-31 | $214M | 1.6M | 136.32 |
| 2021-12-31 | $210M | 1.3M | 158.35 |
| 2021-09-30 | $135M | 824k | 163.69 |
| 2021-06-30 | $121M | 777k | 155.54 |
| 2021-03-31 | $106M | 694k | 152.23 |
| 2020-12-31 | $98M | 730k | 133.79 |
| 2020-09-30 | $63M | 650k | 96.27 |
| 2020-06-30 | $85M | 901k | 94.06 |
| 2020-03-31 | $66M | 727k | 90.03 |
| 2019-12-31 | $78M | 561k | 139.40 |
| 2019-09-30 | $86M | 691k | 125.03 |
| 2019-06-30 | $74M | 665k | 111.80 |
| 2019-03-31 | $2.7M | 27k | 101.32 |
| 2018-12-31 | $3.1M | 32k | 97.73 |
| 2018-09-30 | $3.6M | 32k | 112.74 |
| 2018-06-30 | $3.2M | 31k | 104.12 |
| 2018-03-31 | $3.5M | 32k | 109.84 |
| 2017-09-30 | $1.4M | 15k | 95.34 |
| 2017-06-30 | $26M | 285k | 91.40 |
| 2017-03-31 | $1.2M | 14k | 87.83 |
| 2016-09-30 | $1.6M | 25k | 66.45 |
| 2016-06-30 | $502k | 8.2k | 61.29 |
| 2016-03-31 | $915k | 16k | 59.21 |
| 2015-12-31 | $1.9M | 29k | 66.07 |
| 2015-09-30 | $2.2M | 35k | 61.40 |
| 2015-06-30 | $2.6M | 39k | 67.80 |
| 2015-03-31 | $2.1M | 34k | 60.60 |
| 2014-12-31 | $479k | 10k | 47.43 |
| 2014-09-30 | $1.9M | 31k | 60.20 |
| 2014-06-30 | $2.1M | 37k | 57.50 |
| 2014-03-31 | $3.0M | 50k | 60.70 |
| 2013-12-31 | $479k | 10k | 47.43 |
| 2013-09-30 | $2.6M | 51k | 51.70 |
| 2013-06-30 | $749k | 14k | 52.77 |
More positions owned by Capital Wealth Planning
Home Depot (HD)
View all positions for Capital Wealth Planning