JPMorgan Chase & Co. shares owned by Great Oak Capital Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Great Oak Capital Partners
from 13F filings
Historical chart of Great Oak Capital Partners investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Great Oak Capital Partners consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Great Oak Capital Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 4.7k | 310.73 |
| 2025-06-30 | $1.3M | 4.5k | 286.88 |
| 2025-03-31 | $1.1M | 4.5k | 244.21 |
| 2024-12-31 | $1.1M | 4.5k | 244.21 |
| 2024-09-30 | $944k | 4.5k | 211.24 |
| 2024-06-30 | $920k | 4.5k | 205.82 |
| 2024-03-31 | $905k | 4.5k | 200.32 |
| 2023-12-31 | $781k | 4.6k | 170.10 |
More positions owned by Great Oak Capital Partners
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