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JPMorgan Chase & Co. shares owned by Capstone Financial Advisors

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

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

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All positions including JPMorgan Chase & Co. held by Capstone Financial 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 Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $18M 56k 315.43
2025-06-30 $16M 55k 289.91
2025-03-31 $14M 55k 245.30
2024-12-31 $13M 55k 239.71
2024-09-30 $11M 54k 210.86
2024-06-30 $11M 53k 202.26
2024-03-31 $11M 53k 200.30
2023-09-30 $8.0M 55k 145.02
2023-06-30 $8.0M 55k 145.44
2023-03-31 $7.1M 54k 130.31
2022-12-31 $7.3M 54k 134.10
2022-09-30 $5.6M 54k 104.50
2022-06-30 $6.0M 53k 112.60
2022-03-31 $7.2M 53k 136.31
2021-12-31 $8.3M 53k 158.36
2021-09-30 $8.5M 52k 163.70
2021-06-30 $8.0M 52k 155.54
2021-03-31 $7.7M 51k 152.23
2020-12-31 $6.4M 50k 127.06
2020-09-30 $4.9M 51k 96.27
2020-06-30 $4.7M 51k 94.06
2020-03-31 $4.6M 51k 90.03
2019-12-31 $7.2M 52k 139.39
2019-09-30 $6.1M 52k 117.70
2019-06-30 $6.0M 54k 111.80
2019-03-31 $5.4M 53k 101.23
2018-12-31 $5.1M 53k 97.61
2018-09-30 $6.5M 58k 112.84
2018-06-30 $6.0M 58k 104.21
2018-03-31 $6.3M 58k 109.98
2017-12-31 $6.2M 58k 106.94
2017-09-30 $5.7M 60k 95.52
2017-06-30 $5.5M 60k 91.41
2017-03-31 $5.2M 59k 87.85
2016-12-31 $5.0M 58k 86.28
2016-09-30 $3.9M 58k 66.60
2016-06-30 $3.6M 58k 62.15
2016-03-31 $3.5M 60k 59.22
2015-12-31 $4.0M 61k 66.03
2015-09-30 $3.8M 62k 60.97
2015-06-30 $4.2M 62k 67.76
2015-03-31 $3.9M 64k 60.58
2014-12-31 $3.9M 63k 62.58
2014-09-30 $3.9M 64k 60.24
2014-06-30 $3.7M 64k 57.62
2014-03-31 $3.9M 65k 60.72
2013-12-31 $3.9M 67k 58.48

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial 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.