JPMorgan Chase & Co. shares owned by Occidental Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Occidental Asset Management
from 13F filings
Historical chart of Occidental Asset Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Occidental Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $4.8M | 24k | 200.30 |
| 2023-12-31 | $3.1M | 19k | 170.10 |
| 2023-09-30 | $2.6M | 18k | 145.02 |
| 2023-06-30 | $2.6M | 18k | 145.44 |
| 2023-03-31 | $2.2M | 17k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.5M | 15k | 104.49 |
| 2022-06-30 | $1.6M | 14k | 112.59 |
| 2022-03-31 | $1.8M | 13k | 136.33 |
| 2021-12-31 | $2.0M | 13k | 158.36 |
| 2021-09-30 | $1.9M | 12k | 163.69 |
| 2021-06-30 | $1.7M | 11k | 155.50 |
| 2021-03-31 | $1.6M | 10k | 152.25 |
| 2020-12-31 | $1.2M | 9.6k | 127.10 |
| 2020-09-30 | $866k | 9.0k | 96.30 |
| 2020-06-30 | $833k | 8.9k | 94.05 |
| 2020-03-31 | $748k | 8.3k | 90.09 |
| 2019-12-31 | $1.1M | 7.9k | 139.38 |
| 2019-09-30 | $880k | 7.5k | 117.66 |
| 2019-06-30 | $700k | 6.3k | 111.79 |
| 2019-03-31 | $267k | 2.6k | 101.14 |
| 2018-03-31 | $218k | 2.0k | 109.77 |
| 2017-12-31 | $212k | 2.0k | 106.75 |
More positions owned by Occidental Asset Management
View all positions for Occidental Asset Management