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JPMorgan Chase & Co. shares owned by Live Oak Investment Partners

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

Historical chart of Live Oak Investment Partners investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in JPMorgan Chase & Co. by Live Oak Investment Partners

Quarter filed Position value Share count Share price at filing
2023-12-31 $560k 3.3k 170.10
2023-09-30 $479k 3.3k 145.00
2023-06-30 $531k 3.7k 145.38
2023-03-31 $476k 3.7k 130.30
2022-12-31 $489k 3.7k 134.06

More positions owned by Live Oak Investment Partners

Janus Short Duration (Principal) (VNLA)
Vanguard Europe Pacific ETF (Principal) (VEA)
Pgx etf (Principal) (PGX)
Ssga Active Etf Tr blkstn gsosrln (Principal) (SRLN)
First Tr Exch Traded Fund Ii lng/sht equity (Principal) (FTLS)
Invesco Exchange Traded Fd T rusel mdcp eql (Principal) (XMHQ)
iShares S&P SmallCap 600 Index (Principal) (IJR)
IQ Hedge Multi-Strategy Tracker (Principal) (QAI)
Vanguard Information Technology ETF (Principal) (VGT)
Apple (Principal) (AAPL)
Merck & Co (Principal) (MRK)
Vanguard Health Care ETF (Principal) (VHT)
Netflix (Principal) (NFLX)
AutoZone (Principal) (AZO)
Ishares Inc msci emrg chn (Principal) (EMXC)

View all positions for Live Oak Investment Partners

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.