JPMorgan Chase & Co. shares owned by Okabena Investment Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Okabena Investment Services
from 13F filings
Historical chart of Okabena Investment Services investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by Okabena Investment Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $5.6M | 18k | 315.43 |
| 2025-06-30 | $4.4M | 15k | 289.91 |
| 2025-03-31 | $3.6M | 15k | 245.30 |
| 2024-12-31 | $2.7M | 11k | 239.71 |
| 2024-09-30 | $2.3M | 11k | 210.86 |
| 2024-06-30 | $2.1M | 11k | 202.26 |
| 2024-03-31 | $2.1M | 11k | 200.30 |
| 2023-12-31 | $1.9M | 11k | 170.10 |
| 2023-09-30 | $382k | 2.6k | 145.02 |
| 2023-06-30 | $383k | 2.6k | 145.44 |
| 2023-03-31 | $829k | 6.4k | 130.31 |
| 2022-12-31 | $933k | 7.0k | 134.10 |
| 2022-09-30 | $1.1M | 11k | 104.49 |
| 2022-06-30 | $768k | 6.8k | 112.59 |
| 2022-03-31 | $848k | 6.2k | 136.31 |
| 2021-12-31 | $985k | 6.2k | 158.33 |
| 2021-09-30 | $417k | 2.5k | 163.79 |
| 2021-06-30 | $396k | 2.5k | 155.54 |
| 2021-03-31 | $1.2M | 8.2k | 152.28 |
| 2020-12-31 | $1.1M | 8.9k | 127.07 |
| 2020-09-30 | $1.2M | 12k | 96.25 |
More positions owned by Okabena Investment Services
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