JPMorgan Chase & Co. shares owned by Oxford Financial
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oxford Financial
from 13F filings
Historical chart of Oxford Financial investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Oxford Financial 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 Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $13M | 41k | 322.22 |
| 2025-09-30 | $13M | 41k | 315.43 |
| 2025-06-30 | $12M | 40k | 289.91 |
| 2025-03-31 | $10M | 41k | 245.30 |
| 2024-12-31 | $10M | 44k | 239.71 |
| 2024-09-30 | $9.2M | 44k | 210.86 |
| 2024-03-31 | $8.9M | 44k | 200.30 |
| 2023-12-31 | $7.5M | 44k | 170.10 |
| 2023-09-30 | $6.5M | 45k | 145.02 |
| 2023-06-30 | $6.9M | 47k | 145.44 |
| 2023-03-31 | $5.1M | 39k | 130.31 |
| 2022-12-31 | $5.2M | 39k | 134.10 |
| 2022-09-30 | $4.2M | 40k | 104.50 |
| 2022-06-30 | $4.5M | 40k | 112.60 |
| 2022-03-31 | $5.5M | 40k | 136.32 |
| 2021-12-31 | $6.3M | 40k | 158.34 |
| 2021-09-30 | $6.5M | 40k | 163.69 |
| 2021-06-30 | $6.3M | 40k | 155.54 |
| 2021-03-31 | $6.1M | 40k | 152.23 |
| 2020-12-31 | $5.1M | 40k | 127.08 |
| 2020-09-30 | $3.7M | 38k | 96.27 |
| 2020-06-30 | $3.5M | 37k | 94.05 |
| 2020-03-31 | $3.7M | 41k | 90.04 |