JPMorgan Chase & Co. shares owned by Charter Oak Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Charter Oak Capital Management
from 13F filings
Historical chart of Charter Oak Capital Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Charter Oak Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.1M | 8.8k | 239.72 |
| 2024-09-30 | $1.9M | 8.8k | 210.87 |
| 2024-06-30 | $1.6M | 7.7k | 202.25 |
| 2024-03-31 | $1.6M | 8.2k | 200.31 |
| 2023-12-31 | $1.3M | 7.6k | 170.10 |
| 2023-09-30 | $1.1M | 7.4k | 145.02 |
| 2023-06-30 | $1.1M | 7.4k | 145.43 |
| 2023-03-31 | $933k | 7.2k | 130.32 |
| 2022-12-31 | $949k | 7.1k | 134.10 |
| 2022-09-30 | $755k | 7.2k | 104.48 |
| 2022-06-30 | $1.1M | 10k | 112.62 |
| 2022-03-31 | $1.4M | 10k | 136.34 |
| 2021-12-31 | $1.4M | 8.7k | 158.39 |
| 2021-09-30 | $1.4M | 8.6k | 163.74 |
| 2021-06-30 | $1.3M | 8.4k | 155.51 |
| 2021-03-31 | $1.3M | 8.3k | 152.29 |
| 2020-12-31 | $1.1M | 8.3k | 127.06 |
More positions owned by Charter Oak Capital Management
View all positions for Charter Oak Capital Management