JPMorgan Chase & Co. shares owned by Oak Family Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oak Family Advisors
from 13F filings
Historical chart of Oak Family Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oak Family Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $3.7M | 18k | 200.30 |
| 2023-12-31 | $3.1M | 19k | 170.10 |
| 2023-09-30 | $2.4M | 17k | 145.02 |
| 2023-06-30 | $2.2M | 15k | 145.44 |
| 2023-03-31 | $1.9M | 15k | 130.31 |
| 2022-12-31 | $2.2M | 16k | 134.10 |
| 2022-09-30 | $1.4M | 13k | 104.48 |
| 2022-06-30 | $588k | 5.2k | 112.67 |
| 2022-03-31 | $711k | 5.2k | 136.29 |
| 2021-12-31 | $826k | 5.2k | 158.36 |
| 2021-09-30 | $510k | 3.1k | 163.72 |
| 2021-06-30 | $484k | 3.1k | 155.43 |
| 2021-03-31 | $474k | 3.1k | 152.26 |
| 2020-12-31 | $361k | 2.8k | 127.11 |