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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.

Tip: Access up to 7 years of quarterly data

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
2024-03-31 $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

Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Ttl Stk (ITOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ishares Tr National Mun Etf (MUB)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Schwab Strategic Tr Int-trm U.s Tres (SCHR)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Oakwell Private Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
Bank of America Corporation
Wellington Management Company
Norges Bank Investment Management
T. Rowe Price Associates
Massachusetts Financial Services
Bank of New York Mellon
Royal Bank of Canada
Wells Fargo & Company
Legal & General Group
UBS Group
Dimensional Fund Advisors
Charles Schwab Investment Management
Goldman Sachs Group
Citadel Advisors

View all funds holding JPMorgan Chase & Co.