JPMorgan Chase & Co. shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $16M | 52k | 315.43 |
| 2025-06-30 | $15M | 52k | 289.91 |
| 2025-03-31 | $13M | 52k | 245.30 |
| 2024-12-31 | $13M | 52k | 239.71 |
| 2024-09-30 | $11M | 53k | 210.86 |
| 2024-06-30 | $13M | 62k | 202.26 |
| 2024-03-31 | $13M | 63k | 200.30 |
| 2023-12-31 | $11M | 64k | 170.10 |
| 2023-09-30 | $9.3M | 64k | 145.02 |
| 2023-06-30 | $9.3M | 64k | 145.44 |
| 2023-03-31 | $8.3M | 64k | 130.31 |
| 2022-12-31 | $8.0M | 60k | 134.10 |
| 2022-09-30 | $6.2M | 59k | 104.50 |
| 2022-06-30 | $6.4M | 57k | 112.61 |
| 2022-03-31 | $7.4M | 55k | 136.32 |
| 2021-12-31 | $7.8M | 49k | 158.35 |
| 2021-09-30 | $8.0M | 49k | 163.69 |
| 2021-06-30 | $6.7M | 43k | 155.55 |
| 2021-03-31 | $6.3M | 42k | 152.23 |
| 2020-12-31 | $5.0M | 40k | 127.06 |
| 2020-09-30 | $3.6M | 38k | 96.28 |
| 2020-06-30 | $3.5M | 37k | 94.07 |
| 2020-03-31 | $741k | 8.2k | 90.00 |
| 2019-12-31 | $1.0M | 7.2k | 139.39 |