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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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All positions including JPMorgan Chase & Co. held by Oakwell Private Wealth Management consolidated in one spreadsheet with up to 7 years of data

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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
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