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
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Live Oak Investment Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $449k | 1.4k | 315.43 |
| 2025-06-30 | $416k | 1.4k | 289.91 |
| 2025-03-31 | $319k | 1.3k | 245.30 |
| 2024-12-31 | $1.8M | 7.6k | 239.70 |
| 2024-09-30 | $1.6M | 7.6k | 210.94 |
| 2024-06-30 | $1.5M | 7.7k | 202.26 |
| 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
View all positions for Live Oak Investment Partners