Great Oak Capital Partners’s JPMorgan Chase JPM Stock Holding History

Great Oak Capital Partners’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	$1.58M	Buy	4,738 +32	+0.7%	+$9.94K	0.34%	19
2026 Q1	$1.45M	Buy	4,706 +22	+0.5%	+$6.68K	0.34%	18
2025 Q4	$1.52M	Buy	4,684 +22	+0.5%	+$6.81K	0.38%	17
2025 Q3	$1.45M	Buy	4,662 +123	+3%	+$36.6K	0.38%	17
2025 Q2	$1.3M	Buy	4,539 +46	+1%	+$11.7K	0.37%	18
2025 Q1	$1.1M	Hold	4,493	–	–	0.37%	18
2024 Q4	$1.1M	Buy	4,493 +25	+0.6%	+$5.82K	0.37%	18
2024 Q3	$944K	Hold	4,468	–	–	0.33%	21
2024 Q2	$920K	Sell	4,468 -51	-1%	-$9.97K	0.35%	22
2024 Q1	$905K	Sell	4,519 -74	-2%	-$13.4K	0.4%	18
2023 Q4	$781K	Buy	+4,593	New	+$696K	0.42%	20

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

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

Great Oak Capital Partners's JPM Position: Q2 2026 in Review

Great Oak Capital Partners increased its JPMorgan Chase (JPM) stake by 0.68% in Q2 2026, buying an estimated $9.94K and bringing the position to 4,738 shares worth $1.58M. The position accounts for 0.34% of the portfolio, ranked #19.

Great Oak Capital Partners first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. 956 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Great Oak Capital Partners held 4,738 shares of JPMorgan Chase worth $1.58M as of Q2 2026.
Great Oak Capital Partners bought 32 JPMorgan Chase shares in Q2 2026, an estimated $9.94K.
JPMorgan Chase made up 0.34% of Great Oak Capital Partners's portfolio in Q2 2026, its #19 holding.
Great Oak Capital Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
956 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Great Oak Capital Partners's 13F filing for Q2 2026, filed 14 Jul 2026.