JPMorgan Chase & Co. shares owned by U.S. Capital Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by U.S. Capital Wealth Advisors
from 13F filings
Historical chart of U.S. Capital Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by U.S. Capital Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in JPMorgan Chase & Co. by U.S. Capital Wealth Advisors
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $16M | 75k | 210.86 |
2024-06-30 | $16M | 81k | 202.26 |
2024-03-31 | $29M | 142k | 200.30 |
2023-12-31 | $31M | 182k | 170.10 |
2023-09-30 | $25M | 173k | 145.02 |
2023-06-30 | $26M | 179k | 145.44 |
2023-03-31 | $21M | 164k | 130.31 |
2022-12-31 | $22M | 162k | 134.10 |
2022-09-30 | $17M | 158k | 104.50 |
2022-06-30 | $17M | 149k | 112.61 |
2022-03-31 | $19M | 142k | 136.32 |
2021-12-31 | $21M | 133k | 158.35 |
2021-09-30 | $23M | 145k | 161.46 |
More positions owned by U.S. Capital Wealth Advisors
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