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JPMorgan Chase & Co. shares owned by Oxford Wealth Group

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oxford Wealth Group from 13F filings

Historical chart of Oxford Wealth Group investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Oxford Wealth Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Oxford Wealth Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $1.6M 6.6k 239.70
2024-09-30 $1.5M 6.9k 210.87
2024-06-30 $1.8M 8.9k 202.27
2024-03-31 $1.4M 6.9k 200.30

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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Msci Usa Mmentm (MTUM)
Apple (AAPL)
Invesco Exch Traded Fd Tr Ii S&p Smallcap 600 (RWJ)
Meta Platforms Cl A (META)
Amazon (AMZN)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vertiv Holdings Com Cl A (VRT)
Exxon Mobil Corporation (XOM)

View all positions for Oxford Wealth Group

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Morgan Stanley
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon

View all funds holding JPMorgan Chase & Co.