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JPMorgan Chase & Co. shares owned by Northern Oak Capital Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Northern Oak Capital Management from 13F filings

Historical chart of Northern Oak Capital Management investment in JPMorgan Chase & Co.

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All positions including JPMorgan Chase & Co. held by Northern Oak Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Northern Oak Capital Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $6.2M 26k 239.71
2024-09-30 $5.8M 27k 210.86
2024-06-30 $5.9M 29k 202.26
2024-03-31 $6.1M 30k 200.30
2023-12-31 $7.9M 46k 170.10
2023-09-30 $7.7M 53k 145.02
2023-06-30 $9.0M 62k 145.44
2023-03-31 $9.3M 71k 130.31
2022-12-31 $9.3M 69k 134.10
2022-09-30 $7.4M 71k 104.51
2022-06-30 $8.1M 72k 112.62
2022-03-31 $9.7M 71k 136.33
2021-12-31 $12M 74k 158.36
2021-09-30 $12M 73k 163.69
2021-06-30 $11M 74k 155.54
2021-03-31 $11M 74k 152.23
2020-12-31 $11M 83k 127.07
2020-09-30 $8.1M 84k 96.27
2020-06-30 $7.8M 83k 94.06
2020-03-31 $6.9M 76k 90.03
2019-12-31 $14M 98k 139.40
2019-09-30 $13M 112k 117.69
2019-06-30 $13M 114k 111.80
2019-03-31 $12M 116k 101.23
2018-12-31 $12M 118k 97.62
2018-09-30 $13M 118k 112.84
2018-06-30 $12M 113k 104.20
2018-03-31 $12M 113k 109.97
2017-12-31 $12M 116k 106.94
2017-09-30 $11M 113k 95.51
2017-06-30 $11M 117k 91.40
2017-03-31 $10M 114k 87.84
2016-12-31 $11M 125k 86.29
2016-09-30 $8.2M 122k 66.59
2016-06-30 $7.6M 122k 62.14
2016-03-31 $7.1M 120k 59.22
2015-12-31 $7.4M 111k 66.03
2015-09-30 $7.2M 119k 60.97
2015-06-30 $7.9M 117k 67.76
2015-03-31 $7.2M 118k 60.58
2014-12-31 $7.3M 116k 62.58
2014-09-30 $7.6M 126k 60.24
2014-06-30 $7.2M 125k 57.62
2014-03-31 $7.1M 118k 60.71
2013-12-31 $6.1M 117k 51.69
2013-09-30 $6.1M 117k 51.69
2013-06-30 $6.3M 119k 52.79
2013-03-31 $5.6M 117k 47.46
2012-12-31 $5.0M 115k 43.97
2012-09-30 $4.7M 116k 40.48
2012-06-30 $3.9M 109k 35.73
2012-03-31 $4.2M 92k 45.98
2011-12-31 $1.7M 53k 33.24
2011-09-30 $1.8M 61k 30.12
2011-06-30 $1.9M 46k 40.95
2011-03-31 $1.5M 32k 46.11
2010-12-31 $1.0M 24k 42.41

More positions owned by Northern Oak Capital Management

Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Apple (AAPL)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Microsoft Corporation (MSFT)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p Mc 400vl Etf (IJJ)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
At&t (T)
Kinder Morgan (KMI)
Virtu Finl Cl A (VIRT)

View all positions for Northern Oak Capital Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
Capital World Investors
Capital Research and Management Company - Division 3
T. Rowe Price Associates
Wellington Management Company
Northern Trust
Royal Bank of Canada
Bank of New York Mellon
Massachusetts Financial Services
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.