JPMorgan Chase & Co. shares owned by Oxler Private Wealth
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Oxler Private Wealth
from 13F filings
Historical chart of Oxler Private Wealth investment in JPMorgan Chase & Co.
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All positions including JPMorgan Chase & Co. held by Oxler Private Wealth consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in JPMorgan Chase & Co. by Oxler Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.6M | 5.0k | 315.45 |
| 2025-06-30 | $1.4M | 5.0k | 289.88 |
| 2025-03-31 | $1.2M | 5.0k | 245.28 |
| 2024-12-31 | $1.3M | 5.4k | 239.72 |
| 2024-09-30 | $1.1M | 5.4k | 210.88 |
| 2024-06-30 | $1.1M | 5.2k | 202.25 |
| 2024-03-31 | $1.0M | 5.2k | 200.30 |
| 2023-12-31 | $882k | 5.2k | 170.11 |
| 2023-09-30 | $750k | 5.2k | 145.15 |
| 2023-06-30 | $748k | 5.1k | 145.42 |
| 2023-03-31 | $658k | 5.1k | 130.25 |
| 2022-12-31 | $1.1M | 8.2k | 134.12 |
| 2022-09-30 | $852k | 8.1k | 105.37 |
| 2022-06-30 | $1.1M | 10k | 112.62 |
| 2022-03-31 | $1.4M | 9.9k | 136.31 |
| 2021-12-31 | $1.6M | 9.9k | 158.30 |
| 2021-09-30 | $1.7M | 10k | 163.66 |
| 2021-06-30 | $1.3M | 8.2k | 155.50 |
| 2021-03-31 | $1.2M | 8.2k | 152.11 |
| 2020-12-31 | $632k | 5.0k | 125.77 |