JPMorgan Chase & Co. shares owned by Oakwell Private Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oakwell Private Wealth Management
from 13F filings
Historical chart of Oakwell Private Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oakwell Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 7.5k | 315.41 |
| 2025-06-30 | $2.2M | 7.5k | 289.89 |
| 2025-03-31 | $1.7M | 7.0k | 245.31 |
| 2024-12-31 | $1.6M | 6.5k | 239.73 |
| 2024-09-30 | $1.3M | 6.2k | 210.87 |
| 2024-06-30 | $1.3M | 6.3k | 202.27 |
| 2024-03-31 | $1.2M | 5.8k | 200.31 |
| 2023-12-31 | $907k | 5.3k | 170.10 |
| 2023-09-30 | $652k | 4.5k | 145.02 |
More positions owned by Oakwell Private Wealth Management
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