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JPMorgan Chase & Co. shares owned by Capstone Wealth Management Group

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

Historical chart of Capstone Wealth Management Group investment in JPMorgan Chase & Co.

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $226k 1.1k 210.85
2024-06-30 $216k 1.1k 202.18
2024-03-31 $213k 1.1k 200.28
2022-12-31 $295k 2.2k 134.12
2022-09-30 $340k 3.3k 104.52
2022-06-30 $467k 4.2k 112.53
2022-03-31 $546k 4.0k 136.40
2021-12-31 $530k 3.3k 158.45