JP Morgan Chase
OAKM

JP Morgan Chase’s Oakmark U.S. Large Cap ETF OAKM Stock Holding History

JP Morgan Chase’s Portfolio OAKM Stock Details OAKM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$158K Buy
5,857
+5,532
+1,702% +$156K ﹤0.01% 5592
2025
Q4 		$9.22K Buy
+325
New +$8.82K ﹤0.01% 6687
2025
Q2 		– Sell
-490
Closed -$12K – 7815
2025
Q1 		$12K Hold
490
– – ﹤0.01% 6263
2024
Q4 		$11.5K Buy
+490
New +$11.8K ﹤0.01% 6364

Other funds holding OAKM

CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Cerity Partners
Cerity Partners New York $70.8B AUM 21.68% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
HWM
Horizon Wealth Management La Grange, Illinois $682M AUM 25.04% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
AF
Abound Financial Granite Bay, California $229M AUM 17.03% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

JP Morgan Chase's OAKM Position: Q1 2026 in Review

JP Morgan Chase increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 1,702% in Q1 2026, buying an estimated $156K and bringing the position to 5,857 shares worth $158K. The position accounts for ﹤0.01% of the portfolio, ranked #5592.

JP Morgan Chase first reported a position in OAKM in Q4 2024 and has held it in 4 quarters since. 97 funds tracked by Wall St. Rank hold OAKM as of Q1 2026.

  • JP Morgan Chase held 5,857 shares of Oakmark U.S. Large Cap ETF worth $158K as of Q1 2026.
  • JP Morgan Chase bought 5,532 Oakmark U.S. Large Cap ETF shares in Q1 2026, an estimated $156K.
  • Oakmark U.S. Large Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5592 holding.
  • JP Morgan Chase first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 4 quarters since.
  • 97 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.