JPMorgan Chase & Co. shares owned by Oliver Luxxe Assets
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oliver Luxxe Assets
from 13F filings
Historical chart of Oliver Luxxe Assets investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oliver Luxxe Assets consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Oliver Luxxe Assets
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.8M | 5.6k | 315.43 |
| 2025-06-30 | $1.6M | 5.6k | 289.91 |
| 2025-03-31 | $1.3M | 5.4k | 245.30 |
| 2024-12-31 | $1.3M | 5.4k | 239.71 |
| 2024-09-30 | $1.2M | 5.5k | 210.87 |
| 2024-06-30 | $1.1M | 5.5k | 202.27 |
| 2024-03-31 | $1.1M | 5.3k | 200.30 |
| 2023-12-31 | $961k | 5.6k | 170.10 |
| 2023-09-30 | $822k | 5.7k | 145.02 |
| 2023-06-30 | $841k | 5.8k | 145.44 |
| 2023-03-31 | $755k | 5.8k | 130.31 |
| 2022-12-31 | $777k | 5.8k | 134.10 |
| 2022-09-30 | $648k | 6.2k | 104.50 |
| 2022-06-30 | $707k | 6.3k | 112.67 |
| 2022-03-31 | $5.3M | 39k | 136.31 |
| 2021-12-31 | $6.2M | 38k | 163.70 |
| 2021-09-30 | $6.2M | 38k | 163.70 |
| 2021-06-30 | $5.6M | 36k | 155.53 |
| 2021-03-31 | $5.5M | 36k | 152.24 |
| 2020-12-31 | $5.0M | 36k | 138.04 |
| 2020-09-30 | $3.5M | 36k | 96.27 |
| 2020-06-30 | $3.0M | 32k | 94.05 |
| 2020-03-31 | $2.8M | 29k | 94.30 |
| 2019-12-31 | $3.9M | 28k | 139.41 |
| 2019-09-30 | $3.3M | 30k | 112.20 |
| 2019-06-30 | $3.3M | 30k | 112.87 |
| 2019-03-31 | $3.0M | 30k | 101.24 |
| 2018-12-31 | $2.9M | 29k | 97.60 |
| 2018-09-30 | $512k | 4.5k | 114.59 |
| 2018-06-30 | $584k | 5.3k | 110.00 |
| 2018-03-31 | $584k | 5.3k | 110.00 |
| 2017-12-31 | $576k | 5.4k | 107.00 |
| 2017-09-30 | $729k | 7.6k | 95.57 |
| 2017-06-30 | $773k | 8.5k | 91.46 |
| 2017-03-31 | $730k | 8.3k | 87.84 |
| 2016-12-31 | $674k | 7.8k | 86.27 |
| 2016-09-30 | $527k | 7.9k | 66.62 |
| 2016-06-30 | $475k | 7.7k | 62.08 |
| 2015-12-31 | $481k | 8.2k | 58.82 |