JPMorgan Chase & Co. shares owned by Octavia Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Octavia Wealth Advisors
from 13F filings
Historical chart of Octavia Wealth Advisors investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Octavia Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.9M | 19k | 315.43 |
| 2025-06-30 | $4.3M | 15k | 289.91 |
| 2025-03-31 | $5.1M | 21k | 245.30 |
| 2024-12-31 | $5.6M | 23k | 239.71 |
| 2024-09-30 | $4.3M | 21k | 210.86 |
| 2024-06-30 | $5.0M | 25k | 202.26 |
| 2024-03-31 | $4.9M | 25k | 200.30 |
| 2023-12-31 | $4.2M | 25k | 170.10 |
| 2023-09-30 | $3.6M | 25k | 145.02 |
| 2023-06-30 | $3.5M | 24k | 145.44 |
| 2023-03-31 | $3.0M | 23k | 130.31 |
| 2022-12-31 | $3.0M | 23k | 134.10 |
| 2022-09-30 | $2.2M | 21k | 104.52 |
| 2022-06-30 | $2.3M | 21k | 112.61 |
| 2022-03-31 | $2.7M | 20k | 136.31 |
| 2021-12-31 | $3.0M | 19k | 158.33 |
| 2021-09-30 | $2.9M | 18k | 163.83 |
| 2021-06-30 | $2.8M | 18k | 155.53 |
| 2021-03-31 | $2.7M | 18k | 152.23 |
| 2020-12-31 | $1.8M | 14k | 127.05 |