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JPMorgan Chase & Co. shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $6.1M 30k 200.30
2023-12-31 $7.9M 46k 170.10
2023-09-30 $7.7M 53k 145.02
2023-06-30 $9.0M 62k 145.44
2023-03-31 $9.3M 71k 130.31
2022-12-31 $9.3M 69k 134.10
2022-09-30 $7.4M 71k 104.51
2022-06-30 $8.1M 72k 112.62
2022-03-31 $9.7M 71k 136.33
2021-12-31 $12M 74k 158.36
2021-09-30 $12M 73k 163.69
2021-06-30 $11M 74k 155.54
2021-03-31 $11M 74k 152.23
2020-12-31 $11M 83k 127.07
2020-09-30 $8.1M 84k 96.27
2020-06-30 $7.8M 83k 94.06
2020-03-31 $6.9M 76k 90.03
2019-12-31 $14M 98k 139.40
2019-09-30 $13M 112k 117.69
2019-06-30 $13M 114k 111.80
2019-03-31 $12M 116k 101.23
2018-12-31 $12M 118k 97.62
2018-09-30 $13M 118k 112.84
2018-06-30 $12M 113k 104.20
2018-03-31 $12M 113k 109.97
2017-12-31 $12M 116k 106.94
2017-09-30 $11M 113k 95.51
2017-06-30 $11M 117k 91.40
2017-03-31 $10M 114k 87.84
2016-12-31 $11M 125k 86.29
2016-09-30 $8.2M 122k 66.59
2016-06-30 $7.6M 122k 62.14
2016-03-31 $7.1M 120k 59.22
2015-12-31 $7.4M 111k 66.03
2015-09-30 $7.2M 119k 60.97
2015-06-30 $7.9M 117k 67.76
2015-03-31 $7.2M 118k 60.58
2014-12-31 $7.3M 116k 62.58
2014-09-30 $7.6M 126k 60.24
2014-06-30 $7.2M 125k 57.62
2014-03-31 $7.1M 118k 60.71
2013-12-31 $6.1M 117k 51.69
2013-09-30 $6.1M 117k 51.69
2013-06-30 $6.3M 119k 52.79
2013-03-31 $5.6M 117k 47.46
2012-12-31 $5.0M 115k 43.97
2012-09-30 $4.7M 116k 40.48
2012-06-30 $3.9M 109k 35.73
2012-03-31 $4.2M 92k 45.98
2011-12-31 $1.7M 53k 33.24
2011-09-30 $1.8M 61k 30.12
2011-06-30 $1.9M 46k 40.95
2011-03-31 $1.5M 32k 46.11
2010-12-31 $1.0M 24k 42.41

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Microsoft Corporation (MSFT)
Apple (AAPL)
Ishares Tr S&p Mc 400gr Etf (IJK)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Verizon Communications (VZ)
Exxon Mobil Corporation (XOM)
At&t (T)

View all positions for Northern Oak Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.