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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Quarterly reported holdings in JPMorgan Chase & Co. by Capstone Wealth Management Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $529k | 1.7k | 315.38 |
| 2025-06-30 | $401k | 1.4k | 289.95 |
| 2025-03-31 | $264k | 1.1k | 245.20 |
| 2024-12-31 | $257k | 1.1k | 239.81 |
| 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 |
More positions owned by Capstone Wealth Management Group
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