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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

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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Wealth Planning

Quarter filed Position value Share count Share price at filing
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