JPMorgan Chase & Co. shares owned by Oak Ridge Investments
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oak Ridge Investments
from 13F filings
Historical chart of Oak Ridge Investments investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oak Ridge Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $510k | 1.6k | 315.43 |
| 2025-06-30 | $396k | 1.4k | 289.91 |
| 2025-03-31 | $335k | 1.4k | 245.30 |
| 2024-12-31 | $327k | 1.4k | 239.71 |
| 2024-09-30 | $294k | 1.4k | 210.86 |
| 2024-06-30 | $271k | 1.3k | 202.26 |
| 2024-03-31 | $218k | 1.1k | 200.30 |
| 2023-12-31 | $266k | 1.6k | 170.10 |
| 2023-06-30 | $222k | 1.5k | 145.44 |
| 2023-03-31 | $215k | 1.7k | 130.31 |
| 2022-12-31 | $255k | 1.9k | 134.10 |
| 2022-03-31 | $251k | 1.8k | 136.26 |
| 2021-12-31 | $902k | 5.7k | 158.53 |
| 2021-09-30 | $1.1M | 6.8k | 163.73 |
| 2021-06-30 | $1.1M | 6.8k | 155.53 |
| 2021-03-31 | $5.5M | 36k | 152.22 |
| 2020-12-31 | $860k | 6.8k | 127.13 |
| 2020-09-30 | $690k | 7.2k | 96.12 |
| 2020-06-30 | $679k | 7.2k | 93.91 |
| 2020-03-31 | $742k | 8.2k | 89.98 |
| 2019-12-31 | $1.2M | 9.0k | 139.29 |
| 2019-09-30 | $1.1M | 9.7k | 117.69 |
| 2019-06-30 | $1.1M | 9.7k | 111.90 |
| 2019-03-31 | $986k | 9.7k | 101.24 |
| 2018-12-31 | $951k | 9.7k | 97.65 |
| 2018-09-30 | $1.1M | 9.7k | 112.85 |
| 2018-06-30 | $905k | 8.7k | 104.19 |
| 2018-03-31 | $955k | 8.7k | 109.95 |
| 2017-12-31 | $938k | 8.8k | 106.91 |
| 2017-09-30 | $838k | 8.8k | 95.51 |
| 2017-06-30 | $387k | 4.2k | 91.38 |
| 2017-03-31 | $264k | 3.0k | 87.77 |
| 2016-12-31 | $365k | 4.2k | 86.19 |
| 2016-09-30 | $282k | 4.2k | 66.68 |
| 2016-06-30 | $262k | 4.2k | 62.03 |
| 2016-03-31 | $251k | 4.2k | 59.28 |
| 2015-12-31 | $285k | 4.3k | 66.02 |
| 2015-09-30 | $263k | 4.3k | 60.92 |
| 2015-06-30 | $292k | 4.3k | 67.75 |
| 2015-03-31 | $260k | 4.3k | 60.51 |
| 2014-12-31 | $268k | 4.3k | 62.62 |
| 2014-09-30 | $260k | 4.3k | 60.34 |
| 2014-06-30 | $248k | 4.3k | 57.55 |
| 2014-03-31 | $262k | 4.3k | 60.80 |
| 2013-12-31 | $252k | 4.3k | 58.48 |
| 2013-09-30 | $222k | 4.3k | 51.78 |
| 2013-06-30 | $214k | 4.1k | 52.71 |