JPMorgan Chase & Co. shares owned by Oak Harbor Wealth Partners
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oak Harbor Wealth Partners
from 13F filings
Historical chart of Oak Harbor Wealth Partners investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oak Harbor Wealth Partners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $3.5M | 17k | 210.85 |
| 2024-06-30 | $3.6M | 18k | 202.26 |
| 2024-03-31 | $3.6M | 18k | 200.30 |
| 2023-12-31 | $3.1M | 18k | 170.10 |
| 2023-09-30 | $2.8M | 19k | 145.02 |
| 2023-06-30 | $2.8M | 19k | 145.44 |
| 2023-03-31 | $2.5M | 19k | 130.31 |
| 2022-12-31 | $2.7M | 20k | 134.10 |
| 2022-09-30 | $2.1M | 20k | 104.51 |
| 2022-06-30 | $2.1M | 18k | 112.60 |
| 2022-03-31 | $2.3M | 17k | 136.31 |
| 2021-12-31 | $2.4M | 15k | 158.34 |
More positions owned by Oak Harbor Wealth Partners
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