JPMorgan Chase & Co. shares owned by Oak Hill Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oak Hill Wealth Advisors
from 13F filings
Historical chart of Oak Hill Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oak Hill Wealth Advisors 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 Hill Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.4M | 11k | 210.85 |
| 2024-06-30 | $2.3M | 12k | 202.25 |
| 2024-03-31 | $2.3M | 12k | 200.29 |
| 2023-12-31 | $2.0M | 12k | 170.10 |
| 2023-09-30 | $2.4M | 16k | 145.02 |
| 2023-06-30 | $2.4M | 16k | 145.44 |
| 2023-03-31 | $1.6M | 12k | 130.31 |
| 2022-12-31 | $1.7M | 13k | 134.10 |