JPMorgan Chase & Co. shares owned by Capital Asset Advisory Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Capital Asset Advisory Services
from 13F filings
Historical chart of Capital Asset Advisory Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Capital Asset Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $7.8M | 40k | 197.45 |
| 2023-12-31 | $6.8M | 40k | 170.10 |
| 2023-09-30 | $5.7M | 39k | 146.15 |
| 2023-06-30 | $5.5M | 37k | 149.77 |
| 2023-03-31 | $4.7M | 36k | 130.31 |
| 2022-12-31 | $4.5M | 34k | 135.11 |
| 2022-09-30 | $3.4M | 32k | 104.51 |
| 2022-06-30 | $3.4M | 30k | 112.62 |
| 2022-03-31 | $4.3M | 32k | 136.33 |
| 2021-12-31 | $4.1M | 26k | 158.36 |
| 2021-09-30 | $4.3M | 26k | 163.67 |
| 2021-06-30 | $4.2M | 27k | 155.53 |
| 2021-03-31 | $4.4M | 29k | 152.22 |
| 2020-12-31 | $3.7M | 29k | 127.08 |
| 2020-09-30 | $2.2M | 22k | 96.27 |
| 2020-06-30 | $2.5M | 24k | 103.84 |
| 2020-03-31 | $1.9M | 22k | 84.04 |
| 2019-12-31 | $3.0k | 146 | 20.34 |
| 2019-09-30 | $1.1M | 9.2k | 117.69 |
| 2019-06-30 | $976k | 8.7k | 111.75 |
| 2019-03-31 | $248k | 2.5k | 101.22 |
| 2018-12-31 | $1.0M | 11k | 97.66 |
| 2018-09-30 | $1.2M | 11k | 112.85 |
| 2018-06-30 | $1.1M | 11k | 104.20 |
| 2018-03-31 | $1.2M | 11k | 109.94 |
| 2017-12-31 | $1.2M | 11k | 106.96 |
| 2017-09-30 | $1.1M | 11k | 95.48 |
| 2017-06-30 | $1.0M | 11k | 91.11 |
| 2016-03-31 | $1.2M | 20k | 59.22 |
More positions owned by Capital Asset Advisory Services
View all positions for Capital Asset Advisory Services