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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
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 67k 58.48
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)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Core Msci Total (IXUS)
McDonald's Corporation (MCD)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Rus 1000 Grw Etf (IWF)
Flexshares Tr Mornstar Usmkt (TILT)
Ishares Tr Global Reit Etf (REET)

View all positions for Capstone Financial Advisors

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.