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JPMorgan Chase & Co. shares owned by Cape Investment Advisory

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Cape Investment Advisory from 13F filings

Historical chart of Cape Investment Advisory investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Cape Investment Advisory consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $715k 4.2k 170.09
2023-09-30 $515k 3.6k 145.02
2023-06-30 $437k 3.0k 145.43
2023-03-31 $370k 2.8k 130.33

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View all positions for Cape Investment Advisory

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
Morgan Stanley
Geode Capital Management
FMR
Bank of America Corporation
Wellington Management Company
T. Rowe Price Associates
Northern Trust
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.