Capital Investment Advisors, LLC / JPM
Capital Investment Advisors, LLC’s Jpmorgan Chase & Co Position
Does Capital Investment Advisors, LLC own Jpmorgan Chase & Co (JPM)? Yes — 233.5K shares worth $69M (+1.00% of its 13F portfolio) as of Q1 2026, up from 233.3K shares the prior filed quarter.
Position Value
$69M
Q1 2026
Shares
233.5K
% of Portfolio
+1.00%
Quarters Held
29
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 233.5K | $69M | +1.00% |
| Q4 2025 | 233.3K | $75M | +1.15% |
| Q3 2025 | 231.4K | $73M | +1.20% |
| Q2 2025 | 229.3K | $67M | +1.18% |
| Q1 2025 | 224.1K | $55M | +1.08% |
| Q4 2024 | 218.3K | $52M | +1.07% |
| Q3 2024 | 217.9K | $46M | +0.95% |
| Q2 2024 | 216.0K | $44M | +0.99% |
| Q1 2024 | 213.3K | $43M | +1.00% |
| Q4 2023 | 208.3K | $35M | +0.89% |
| Q3 2023 | 206.0K | $30M | +0.83% |
| Q1 2023 | 200.0K | $26M | +0.77% |
| Q4 2022 | 198.8K | $26,659 | +0.81% |
| Q3 2022 | 193.7K | $20M | +0.69% |
| Q2 2022 | 181.5K | $20M | +0.68% |
| Q1 2022 | 170.3K | $23M | +0.71% |
| Q4 2021 | 157.6K | $25M | +0.76% |
| Q3 2021 | 150.0K | $25M | +0.83% |
| Q2 2021 | 142.5K | $22M | +0.76% |
| Q1 2021 | 135.9K | $21M | +0.78% |
| Q4 2020 | 130.3K | $17M | +0.69% |
| Q3 2020 | 126.7K | $12M | +0.58% |
| Q2 2020 | 105.7K | $10M | +0.52% |
| Q1 2020 | 94.3K | $8M | +0.54% |
| Q4 2019 | 93.3K | $13M | +0.51% |
| Q3 2019 | 92.8K | $11M | +0.57% |
| Q2 2019 | 82.9K | $9M | +0.51% |
| Q1 2019 | 71.1K | $7M | +0.42% |
| Q4 2018 | 70.9K | $7M | +0.46% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Investment Advisors, LLC’s full portfolio or all institutional holders of JPM.