JPMorgan Chase & Co. shares owned by SilverOak Wealth Management
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by SilverOak Wealth Management
from 13F filings
Historical chart of SilverOak Wealth Management investment in JPMorgan Chase & Co.
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Quarterly reported holdings in JPMorgan Chase & Co. by SilverOak Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $977k | 3.1k | 315.40 |
| 2025-06-30 | $1.0M | 3.6k | 289.89 |
| 2025-03-31 | $736k | 3.0k | 245.27 |
| 2024-12-31 | $720k | 3.0k | 239.68 |
| 2024-09-30 | $630k | 3.0k | 210.83 |
| 2024-06-30 | $604k | 3.0k | 202.23 |
| 2024-03-31 | $474k | 2.4k | 200.26 |
| 2023-12-31 | $406k | 2.4k | 170.10 |
More positions owned by SilverOak Wealth Management
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