JPMorgan Chase & Co. shares owned by Oldfather Financial Services
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oldfather Financial Services
from 13F filings
Historical chart of Oldfather Financial Services investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oldfather Financial Services 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 Oldfather Financial Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.7M | 5.4k | 315.45 |
| 2025-06-30 | $1.6M | 5.3k | 289.91 |
| 2025-03-31 | $1.3M | 5.3k | 245.29 |
| 2024-12-31 | $1.3M | 5.3k | 239.73 |
| 2024-09-30 | $1.1M | 5.3k | 210.84 |
| 2024-06-30 | $1.1M | 5.3k | 202.25 |
| 2024-03-31 | $1.1M | 5.3k | 200.28 |
| 2023-12-31 | $983k | 5.8k | 170.11 |
| 2023-09-30 | $843k | 5.8k | 145.02 |
| 2023-06-30 | $876k | 6.0k | 145.43 |
| 2023-03-31 | $824k | 6.3k | 130.30 |
| 2022-12-31 | $472k | 3.5k | 134.09 |
| 2022-09-30 | $367k | 3.5k | 104.53 |
| 2022-06-30 | $407k | 3.5k | 115.36 |
| 2022-03-31 | $434k | 3.5k | 123.23 |
| 2021-12-31 | $535k | 3.5k | 155.03 |
| 2021-09-30 | $549k | 3.3k | 166.82 |
| 2021-06-30 | $523k | 3.3k | 159.11 |
| 2021-03-31 | $822k | 5.3k | 155.07 |
| 2020-12-31 | $777k | 5.6k | 137.99 |
| 2020-09-30 | $590k | 5.9k | 100.27 |
| 2020-06-30 | $570k | 5.9k | 96.97 |
| 2020-03-31 | $483k | 5.5k | 87.06 |
| 2019-12-31 | $743k | 5.5k | 134.16 |
More positions owned by Oldfather Financial Services
View all positions for Oldfather Financial Services