JPMorgan Chase & Co. shares owned by Kapstone Financial Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Kapstone Financial Advisors
from 13F filings
Historical chart of Kapstone Financial Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Kapstone Financial Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $1.9M | 9.3k | 202.25 |
| 2024-03-31 | $1.8M | 9.1k | 200.29 |
| 2023-09-30 | $2.1M | 15k | 145.02 |
| 2023-06-30 | $1.3M | 8.5k | 157.17 |
| 2023-03-31 | $1.1M | 8.9k | 128.98 |
| 2022-12-31 | $1.3M | 9.3k | 138.93 |
More positions owned by Kapstone Financial Advisors
View all positions for Kapstone Financial Advisors