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JPMorgan Chase & Co. shares owned by Capstone Capital Wealth Advisors

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capstone Capital Wealth Advisors from 13F filings

Historical chart of Capstone Capital Wealth Advisors investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Capstone Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $344k 1.1k 315.43
2025-06-30 $311k 1.1k 289.91
2025-03-31 $263k 1.1k 245.30
2024-12-31 $287k 1.2k 239.71
2024-09-30 $253k 1.2k 210.86
2024-06-30 $244k 1.2k 202.26
2024-03-31 $216k 1.1k 200.30

More positions owned by Capstone Capital Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Invesco Exch Traded Fd Tr Ii Taxable Mun Bd (BAB)
Las Vegas Sands (LVS)
Ishares Tr National Mun Etf (MUB)
Alphabet Cap Stk Cl A (GOOGL)
Ishares Tr Shrt Nat Mun Etf (SUB)
Amazon (AMZN)

View all positions for Capstone Capital Wealth Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
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
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.