BOK Financial’s JPMorgan Chase JPM Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q1
$65.9M Sell
224,107
-14,541
-6% -$4.41M 1.01% 20
2025
Q4
$76.9M Sell
238,648
-12,525
-5% -$3.88M 1.18% 18
2025
Q3
$79.2M Buy
251,173
+2,763
+1% +$822K 1.19% 14
2025
Q2
$72M Buy
248,410
+1,402
+0.6% +$358K 1.17% 14
2025
Q1
$60.6M Sell
247,008
-48,486
-16% -$12.4M 1.07% 14
2024
Q4
$70.9M Sell
295,494
-2,066
-0.7% -$481K 1.2% 15
2024
Q3
$61.1M Sell
297,560
-261
-0.1% -$55K 1.08% 14
2024
Q2
$60.2M Sell
297,821
-5,888
-2% -$1.15M 1.08% 13
2024
Q1
$60.4M Buy
303,709
+42,316
+16% +$7.64M 1.1% 11
2023
Q4
$44.5M Sell
261,393
-411
-0.2% -$62.3K 0.87% 22
2023
Q3
$36.4M Buy
261,804
+32,581
+14% +$4.88M 0.8% 27
2023
Q2
$33.3M Sell
229,223
-7,542
-3% -$1.04M 0.68% 33
2023
Q1
$30.9M Sell
236,765
-63,472
-21% -$8.7M 0.65% 32
2022
Q4
$40.3M Sell
300,237
-24,207
-7% -$3.07M 0.74% 28
2022
Q3
$33.9M Sell
324,444
-4,379
-1% -$503K 0.69% 28
2022
Q2
$37M Sell
328,823
-16,232
-5% -$2.01M 0.71% 24
2022
Q1
$47M Sell
345,055
-52,778
-13% -$7.79M 0.78% 21
2021
Q4
$63M Buy
397,833
+16,331
+4% +$2.68M 0.97% 14
2021
Q3
$62.4M Buy
+381,502
New +$59.8M 1.07% 12
2021
Q1
$62.1M Buy
407,660
+12,520
+3% +$1.8M 1.13% 11
2020
Q4
$50.2M Buy
395,140
+20,057
+5% +$2.24M 0.96% 12
2020
Q3
$36.1M Sell
375,083
-55,001
-13% -$5.4M 0.79% 20
2020
Q2
$40.5M Buy
430,084
+40,926
+11% +$3.88M 0.95% 13
2020
Q1
$35M Buy
389,158
+7,890
+2% +$959K 1.01% 12
2019
Q4
$53.1M Buy
381,268
+12,442
+3% +$1.6M 1.2% 8
2019
Q3
$43.4M Buy
368,826
+14,169
+4% +$1.6M 1.05% 11
2019
Q2
$39.7M Sell
354,657
-4,725
-1% -$521K 0.95% 12
2019
Q1
$36.4M Buy
359,382
+6,633
+2% +$683K 0.87% 15
2018
Q4
$34.4M Sell
352,749
-13,679
-4% -$1.46M 0.99% 12
2018
Q3
$41.3M Sell
366,428
-81
-0% -$9.2K 1.04% 11
2018
Q2
$38.2M Buy
366,509
+1,615
+0.4% +$177K 1.03% 10
2018
Q1
$40.1M Buy
364,894
+3,100
+0.9% +$351K 1.14% 8
2017
Q4
$38.7M Sell
361,794
-3,356
-0.9% -$340K 1.07% 8
2017
Q3
$34.9M Buy
365,150
+11,650
+3% +$1.07M 1.01% 9
2017
Q2
$32.3M Buy
353,500
+9,325
+3% +$805K 1.02% 10
2017
Q1
$30.2M Buy
344,175
+12,007
+4% +$1.06M 0.94% 10
2016
Q4
$28.7M Buy
332,168
+14,324
+5% +$1.09M 0.94% 11
2016
Q3
$21.2M Buy
317,844
+19,364
+6% +$1.26M 0.7% 19
2016
Q2
$18.5M Sell
298,480
-24,165
-7% -$1.51M 0.65% 24
2016
Q1
$19.1M Buy
322,645
+1,129
+0.4% +$65.9K 0.69% 23
2015
Q4
$21.2M Buy
321,516
+2,867
+0.9% +$187K 0.77% 15
2015
Q3
$19.4M Buy
318,649
+40,372
+15% +$2.64M 0.73% 19
2015
Q2
$18.9M Buy
278,277
+10,224
+4% +$668K 0.64% 28
2015
Q1
$16.2M Sell
268,053
-173,028
-39% -$10.2M 0.55% 33
2014
Q4
$27.6M Buy
441,081
+146,129
+50% +$8.79M 0.95% 15
2014
Q3
$17.8M Sell
294,952
-24,778
-8% -$1.45M 0.59% 31
2014
Q2
$18.4M Sell
319,730
-82,250
-20% -$4.62M 0.59% 29
2014
Q1
$24.4M Sell
401,980
-9,717
-2% -$562K 0.81% 14
2013
Q4
$24.1M Sell
411,697
-3,707
-0.9% -$203K 0.81% 17
2013
Q3
$21.5M Sell
415,404
-10,470
-2% -$562K 0.78% 19
2013
Q2
$22.5M Buy
+425,874
New +$21.7M 0.85% 14

Other funds holding JPM

BOK Financial's JPM Position: Q1 2026 in Review

BOK Financial reduced its JPMorgan Chase (JPM) stake by 6.1% in Q1 2026, selling an estimated $4.41M and leaving 224,107 shares worth $65.9M. The position accounts for 1.01% of the portfolio, ranked #20.

BOK Financial first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $79.2M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • BOK Financial held 224,107 shares of JPMorgan Chase worth $65.9M as of Q1 2026.
  • BOK Financial sold 14,541 JPMorgan Chase shares in Q1 2026, an estimated $4.41M.
  • JPMorgan Chase made up 1.01% of BOK Financial's portfolio in Q1 2026, its #20 holding.
  • BOK Financial first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
  • BOK Financial's JPMorgan Chase position peaked at $79.2M in Q3 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on BOK Financial's 13F filing for Q1 2026, filed 8 May 2026.