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JPMorgan Chase & Co. shares owned by Captrust Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $275M 872k 315.43
2025-06-30 $250M 861k 289.91
2025-03-31 $211M 858k 245.30
2024-12-31 $181M 756k 239.71
2024-09-30 $155M 734k 210.86
2024-06-30 $146M 722k 202.26
2024-03-31 $145M 722k 200.30
2023-12-31 $141M 827k 170.10
2023-09-30 $108M 746k 145.02
2023-06-30 $105M 725k 145.44
2023-03-31 $93M 713k 130.31
2022-12-31 $89M 664k 134.10
2022-09-30 $69M 659k 104.50
2022-06-30 $218k 1.9k 112.60
2022-03-31 $61M 447k 136.32
2021-12-31 $70M 444k 158.35
2021-09-30 $68M 414k 163.69
2021-06-30 $58M 374k 155.54
2021-03-31 $57M 371k 152.23
2020-12-31 $42M 328k 127.07
2020-09-30 $37M 385k 96.97
2020-06-30 $40M 431k 93.26
2020-03-31 $30M 361k 84.36
2019-12-31 $48M 342k 141.09
2019-09-30 $22M 189k 117.69
2019-06-30 $21M 189k 111.80
2019-03-31 $15M 146k 101.23
2018-12-31 $8.0M 82k 97.62
2018-09-30 $9.2M 82k 112.84
2018-06-30 $9.8M 94k 104.20
2018-03-31 $8.1M 75k 107.85
2017-12-31 $9.4M 88k 106.94
2017-09-30 $698k 6.2k 112.47
2017-06-30 $2.6M 28k 91.38

More positions owned by Captrust Financial Advisors

Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Apple Stock (AAPL)
Ishares 1-3 Year Treasury Bond Etf Etf (SHY)
Microsoft Corp Stock (MSFT)
Vanguard Value Etf (VTV)
Nvidia Corporation Stock (NVDA)
Vanguard S&p 500 Etf Etf (VOO)
Vanguard Growth Etf Etf (VUG)
Ishares Core Msci Total International Stock Etf Etf (IXUS)
Ishares 3-7 Year Treasury Bond Etf Etf (IEI)
Vanguard Mega Cap Growth Etf Etf (MGK)
Vanguard Small-cap Etf Etf (VB)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Ishares Core Msci Emerging Market Etf Etf (IEMG)

View all positions for Captrust 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.