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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

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Quarterly reported holdings in JPMorgan Chase & Co. by U.S. Capital Wealth Advisors

Quarter filed Position value Share count Share price at filing
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