JPMorgan Chase & Co. shares owned by Oakworth Capital
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oakworth Capital
from 13F filings
Historical chart of Oakworth Capital investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oakworth Capital
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $63M | 200k | 315.43 |
| 2025-06-30 | $58M | 200k | 289.91 |
| 2025-03-31 | $49M | 199k | 245.30 |
| 2024-12-31 | $48M | 200k | 239.71 |
| 2024-09-30 | $42M | 199k | 210.86 |
| 2024-06-30 | $42M | 205k | 202.26 |
| 2024-03-31 | $40M | 200k | 200.30 |
| 2023-12-31 | $34M | 202k | 170.10 |
| 2023-09-30 | $30M | 205k | 145.02 |
| 2023-06-30 | $31M | 212k | 145.44 |
| 2023-03-31 | $28M | 216k | 130.31 |
| 2022-12-31 | $29M | 215k | 134.10 |
| 2022-09-30 | $22M | 214k | 104.50 |
| 2022-06-30 | $24M | 212k | 112.61 |
| 2022-03-31 | $28M | 203k | 136.32 |
| 2021-12-31 | $30M | 188k | 158.35 |
| 2021-09-30 | $30M | 183k | 163.69 |
| 2021-06-30 | $28M | 179k | 155.54 |
| 2021-03-31 | $27M | 175k | 152.23 |
| 2020-12-31 | $21M | 167k | 127.07 |
| 2020-09-30 | $15M | 157k | 96.27 |
| 2020-06-30 | $14M | 153k | 94.06 |
| 2020-03-31 | $11M | 125k | 90.03 |
| 2019-12-31 | $17M | 122k | 136.94 |
| 2019-09-30 | $14M | 120k | 117.69 |
| 2019-06-30 | $13M | 120k | 111.80 |
| 2019-03-31 | $12M | 116k | 101.23 |
| 2018-12-31 | $12M | 118k | 97.62 |
| 2018-09-30 | $13M | 114k | 112.83 |
| 2018-06-30 | $12M | 111k | 104.19 |
| 2018-03-31 | $12M | 110k | 108.78 |
| 2017-12-31 | $12M | 111k | 104.52 |
| 2017-09-30 | $9.4M | 103k | 90.89 |
| 2017-06-30 | $9.1M | 100k | 91.40 |
| 2017-03-31 | $8.5M | 97k | 87.84 |
| 2016-12-31 | $7.1M | 89k | 80.16 |
| 2016-09-30 | $5.7M | 85k | 66.59 |
| 2016-06-30 | $5.1M | 79k | 65.26 |
| 2016-03-31 | $4.5M | 76k | 59.22 |
| 2015-12-31 | $5.0M | 75k | 66.01 |
| 2015-09-30 | $3.7M | 60k | 60.96 |
| 2015-06-30 | $2.4M | 41k | 57.61 |
| 2015-03-31 | $2.8M | 44k | 63.26 |
| 2014-12-31 | $2.6M | 42k | 62.58 |
| 2014-09-30 | $2.5M | 42k | 59.45 |
| 2014-06-30 | $2.4M | 41k | 57.61 |
| 2014-03-31 | $2.4M | 40k | 60.69 |
| 2013-12-31 | $2.3M | 39k | 58.48 |