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BOK Financial Private Wealth’s JPMorgan Chase JPM Stock Holding History

BOK Financial Private Wealth’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.72M Sell
16,058
-1,033
-6% -$313K 0.29% 36
2025
Q4 		$5.51M Sell
17,091
-1,092
-6% -$338K 0.34% 28
2025
Q3 		$5.74M Sell
18,183
-605
-3% -$180K 0.36% 27
2025
Q2 		$5.45M Sell
18,788
-2,312
-11% -$590K 0.36% 28
2025
Q1 		$5.18M Sell
21,100
-1,022
-5% -$261K 0.39% 29
2024
Q4 		$5.3M Sell
22,122
-1,481
-6% -$345K 0.39% 29
2024
Q3 		$4.98M Sell
23,603
-1,789
-7% -$377K 0.36% 33
2024
Q2 		$5.14M Sell
25,392
-238
-0.9% -$46.5K 0.37% 32
2024
Q1 		$5.13M Sell
25,630
-761
-3% -$137K 0.38% 32
2023
Q4 		$4.49M Sell
26,391
-1,214
-4% -$184K 0.36% 36
2023
Q3 		$4M Sell
27,605
-2,697
-9% -$404K 0.35% 41
2023
Q2 		$4.41M Sell
30,302
-4,086
-12% -$562K 0.36% 41
2023
Q1 		$4.48M Buy
34,388
+845
+3% +$116K 0.36% 42
2022
Q4 		$4.5M Sell
33,543
-774
-2% -$98.1K 0.37% 40
2022
Q3 		$3.59M Sell
34,317
-15
-0% -$1.72K 0.32% 46
2022
Q2 		$3.87M Sell
34,332
-22,738
-40% -$2.82M 0.34% 45
2022
Q1 		$7.78M Buy
57,070
+692
+1% +$102K 0.55% 31
2021
Q4 		$8.93M Sell
56,378
-222
-0.4% -$36.5K 0.62% 25
2021
Q3 		$9.27M Buy
56,600
+2,468
+5% +$387K 0.74% 24
2021
Q2 		$8.42M Buy
54,132
+2,401
+5% +$377K 0.69% 24
2021
Q1 		$7.88M Sell
51,731
-508
-1% -$73.1K 0.72% 23
2020
Q4 		$6.64M Sell
52,239
-826
-2% -$92.3K 0.63% 31
2020
Q3 		$5.11M Sell
53,065
-3,950
-7% -$388K 0.53% 37
2020
Q2 		$5.36M Sell
57,015
-9,503
-14% -$902K 0.56% 35
2020
Q1 		$5.99M Sell
66,518
-34,290
-34% -$4.17M 0.73% 32
2019
Q4 		$14.1M Buy
100,808
+90,520
+880% +$11.6M 1.19% 18
2019
Q3 		$1.21M Buy
10,288
+839
+9% +$94.9K 0.17% 43
2019
Q2 		$1.06M Sell
9,449
-1,190
-11% -$131K 0.15% 48
2019
Q1 		$1.08M Sell
10,639
-646
-6% -$66.6K 0.14% 46
2018
Q4 		$1.1M Buy
11,285
+2,765
+32% +$295K 0.15% 45
2018
Q3 		$961K Sell
8,520
-6
-0.1% -$681 0.15% 42
2018
Q2 		$888K Sell
8,526
-1,025
-11% -$112K 0.14% 41
2018
Q1 		$1.05M Sell
9,551
-895
-9% -$101K 0.17% 36
2017
Q4 		$1.12M Sell
10,446
-417
-4% -$42.2K 0.18% 37
2017
Q3 		$1.04M Sell
10,863
-56
-0.5% -$5.16K 0.17% 36
2017
Q2 		$998K Sell
10,919
-83
-0.8% -$7.16K 0.14% 39
2017
Q1 		$966K Sell
11,002
-978
-8% -$86.3K 0.14% 47
2016
Q4 		$1.03M Sell
11,980
-366
-3% -$27.9K 0.16% 46
2016
Q3 		$822K Sell
12,346
-3,323
-21% -$217K 0.12% 55
2016
Q2 		$973K Buy
15,669
+10,431
+199% +$652K 0.15% 47
2016
Q1 		$310K Hold
5,238
– – 0.05% 51
2015
Q4 		$346K Sell
5,238
-27
-0.5% -$1.76K 0.06% 53
2015
Q3 		$321K Buy
5,265
+1,444
+38% +$94.6K 0.06% 53
2015
Q2 		$259K Buy
3,821
+27
+0.7% +$1.76K 0.04% 69
2015
Q1 		$230K Hold
3,794
– – 0.04% 69
2014
Q4 		$237K Sell
3,794
-775
-17% -$46.6K 0.04% 70
2014
Q3 		$275K Hold
4,569
– – 0.05% 59
2014
Q2 		$263K Hold
4,569
– – 0.04% 62
2014
Q1 		$277K Hold
4,569
– – 0.05% 59
2013
Q4 		$267K Sell
4,569
-252
-5% -$13.8K 0.05% 57
2013
Q3 		$249K Buy
4,821
+1,000
+26% +$53.6K 0.05% 58
2013
Q2 		$202K Buy
+3,821
New +$194K 0.04% 53

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

BOK Financial Private Wealth's JPM Position: Q1 2026 in Review

BOK Financial Private Wealth reduced its JPMorgan Chase (JPM) stake by 6% in Q1 2026, selling an estimated $313K and leaving 16,058 shares worth $4.72M. The position accounts for 0.29% of the portfolio, ranked #36.

BOK Financial Private Wealth first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $14.1M in Q4 2019. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BOK Financial Private Wealth held 16,058 shares of JPMorgan Chase worth $4.72M as of Q1 2026.
  • BOK Financial Private Wealth sold 1,033 JPMorgan Chase shares in Q1 2026, an estimated $313K.
  • JPMorgan Chase made up 0.29% of BOK Financial Private Wealth's portfolio in Q1 2026, its #36 holding.
  • BOK Financial Private Wealth first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
  • BOK Financial Private Wealth's JPMorgan Chase position peaked at $14.1M in Q4 2019.
  • 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BOK Financial Private Wealth's 13F filing for Q1 2026, filed 12 May 2026.