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Five Oceans Advisors’s JPMorgan Chase JPM Stock Holding History

Five Oceans Advisors’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
Q2 		$2.43M Sell
7,409
-8
-0.1% -$2.48K 0.78% 22
2026
Q1 		$2.18M Sell
7,417
-16
-0.2% -$4.86K 0.79% 22
2025
Q4 		$2.4M Buy
7,433
+2
+0% +$619 0.85% 22
2025
Q3 		$2.34M Sell
7,431
-205
-3% -$61K 0.86% 21
2025
Q2 		$2.21M Buy
7,636
+48
+0.6% +$12.2K 0.94% 20
2025
Q1 		$1.86M Buy
7,588
+35
+0.5% +$8.92K 0.89% 19
2024
Q4 		$1.81M Buy
7,553
+277
+4% +$64.5K 0.83% 25
2024
Q3 		$1.53M Buy
7,276
+943
+15% +$199K 0.73% 24
2024
Q2 		$1.28M Buy
6,333
+326
+5% +$63.7K 0.67% 31
2024
Q1 		$1.2M Buy
6,007
+141
+2% +$25.4K 0.62% 34
2023
Q4 		$998K Sell
5,866
-1,307
-18% -$198K 0.56% 37
2023
Q3 		$1.04M Buy
7,173
+25
+0.3% +$3.75K 0.67% 32
2023
Q2 		$1.04M Sell
7,148
-97
-1% -$13.3K 0.67% 32
2023
Q1 		$944K Buy
7,245
+104
+1% +$14.3K 0.61% 35
2022
Q4 		$958K Sell
7,141
-308
-4% -$39K 0.66% 28
2022
Q3 		$778K Buy
7,449
+1,776
+31% +$204K 0.61% 32
2022
Q2 		$639K Buy
5,673
+1,426
+34% +$177K 0.48% 40
2022
Q1 		$579K Buy
4,247
+398
+10% +$58.7K 0.52% 42
2021
Q4 		$609K Buy
3,849
+418
+12% +$68.6K 0.54% 39
2021
Q3 		$562K Buy
+3,431
New +$538K 0.65% 36

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Five Oceans Advisors's JPM Position: Q2 2026 in Review

Five Oceans Advisors reduced its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, selling an estimated $2.48K and leaving 7,409 shares worth $2.43M. The position accounts for 0.78% of the portfolio, ranked #22.

Five Oceans Advisors first reported a position in JPM in Q3 2021 and has held it in 20 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Five Oceans Advisors held 7,409 shares of JPMorgan Chase worth $2.43M as of Q2 2026.
  • Five Oceans Advisors sold 8 JPMorgan Chase shares in Q2 2026, an estimated $2.48K.
  • JPMorgan Chase made up 0.78% of Five Oceans Advisors's portfolio in Q2 2026, its #22 holding.
  • Five Oceans Advisors first reported a position in JPMorgan Chase in Q3 2021 and has held it in 20 quarters since.
  • 956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Five Oceans Advisors's 13F filing for Q2 2026, filed 15 Jul 2026.