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.
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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 |
|---|---|---|---|
| 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
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