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.
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Quarterly reported holdings in JPMorgan Chase & Co. by Oxford Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |