JPMorgan Chase & Co. shares owned by Oakwood Capital Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oakwood Capital Management
from 13F filings
Historical chart of Oakwood Capital Management investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oakwood Capital Management 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 Oakwood Capital Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2021-06-30 | $13M | 86k | 155.54 |
| 2021-03-31 | $14M | 89k | 152.24 |
| 2020-12-31 | $12M | 92k | 127.07 |
| 2020-09-30 | $9.0M | 93k | 96.27 |
| 2020-06-30 | $9.0M | 95k | 94.06 |
| 2020-03-31 | $8.3M | 93k | 90.03 |
| 2019-12-31 | $13M | 92k | 139.40 |
| 2019-09-30 | $11M | 94k | 117.69 |
| 2019-06-30 | $11M | 96k | 111.80 |
| 2019-03-31 | $9.5M | 94k | 101.22 |
| 2018-12-31 | $9.4M | 96k | 97.62 |
| 2018-09-30 | $11M | 97k | 112.84 |
| 2018-06-30 | $9.9M | 96k | 104.20 |
| 2018-03-31 | $11M | 98k | 109.97 |
| 2017-12-31 | $11M | 100k | 106.94 |
| 2017-09-30 | $9.8M | 103k | 95.51 |
| 2017-06-30 | $9.4M | 103k | 91.40 |
| 2017-03-31 | $9.3M | 106k | 87.84 |
| 2016-12-31 | $9.2M | 106k | 86.29 |
| 2016-09-30 | $7.3M | 110k | 66.59 |
| 2016-06-30 | $7.0M | 112k | 62.14 |
| 2016-03-31 | $6.8M | 114k | 59.22 |
| 2015-12-31 | $7.2M | 109k | 66.03 |
| 2015-09-30 | $6.5M | 107k | 60.97 |
| 2015-06-30 | $6.9M | 103k | 67.76 |
| 2015-03-31 | $6.0M | 99k | 60.58 |
| 2014-12-31 | $6.0M | 97k | 62.58 |
| 2014-09-30 | $5.8M | 96k | 60.24 |
| 2014-06-30 | $5.3M | 91k | 57.62 |
| 2014-03-31 | $5.0M | 83k | 60.71 |
| 2013-12-31 | $4.8M | 82k | 58.48 |
| 2013-09-30 | $4.2M | 82k | 51.69 |
| 2013-06-30 | $4.1M | 78k | 52.79 |
More positions owned by Oakwood Capital Management
Home Depot (HD)
View all positions for Oakwood Capital Management