JPMorgan Chase & Co. shares owned by Oak Asset Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oak Asset Management
from 13F filings
Historical chart of Oak Asset Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oak Asset Management 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 Oak Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.8M | 19k | 200.29 |
| 2023-12-31 | $3.2M | 19k | 170.10 |
| 2023-09-30 | $2.8M | 20k | 145.02 |
| 2023-06-30 | $2.9M | 20k | 145.44 |
| 2023-03-31 | $2.6M | 20k | 130.31 |
| 2022-12-31 | $2.6M | 20k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.48 |
| 2022-03-31 | $2.3M | 17k | 136.34 |
| 2021-12-31 | $2.5M | 16k | 158.37 |
| 2021-09-30 | $2.6M | 16k | 166.52 |
| 2021-06-30 | $2.4M | 16k | 155.55 |
| 2021-03-31 | $2.4M | 16k | 152.20 |
| 2020-12-31 | $2.1M | 16k | 127.04 |
| 2020-09-30 | $1.7M | 16k | 102.91 |
| 2020-06-30 | $1.5M | 16k | 94.07 |
| 2020-03-31 | $1.3M | 15k | 90.05 |
| 2019-12-31 | $2.2M | 16k | 139.41 |
| 2019-09-30 | $1.9M | 16k | 117.66 |
| 2019-06-30 | $1.8M | 16k | 114.26 |
| 2019-03-31 | $1.5M | 15k | 101.26 |
| 2018-12-31 | $1.1M | 11k | 97.61 |
| 2018-09-30 | $1.2M | 11k | 112.88 |
| 2018-06-30 | $1.1M | 11k | 104.24 |
| 2018-03-31 | $1.2M | 11k | 109.95 |
| 2017-12-31 | $1.2M | 11k | 106.98 |