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 Q3	$1.01M	Buy	34,068 +32,017	+1,561%	+$972K	﹤0.01%	4775
2026 Q2	$58.2K	Sell	2,051 -3,806	-65%	-$107K	﹤0.01%	6367
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

Choate Investment Advisors Boston, Massachusetts $5.8B AUM 16.84% 1-Year Est. Return

Cerity Partners New York $87.3B AUM 22.01% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

AIFS

A&I Financial Services Lone Tree, Colorado $237M AUM 11.77% 1-Year Est. Return

Steward Partners Investment Advisory New York $21.5B AUM 22.23% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

JP Morgan Chase's OAKM Position: Q3 2026 in Review

JP Morgan Chase increased its Oakmark U.S. Large Cap ETF (OAKM) stake by 1,561% in Q3 2026, buying an estimated $972K and bringing the position to 34,068 shares worth $1.01M. The position accounts for ﹤0.01% of the portfolio, ranked #4775.

JP Morgan Chase first reported a position in OAKM in Q4 2024 and has held it in 6 quarters since. 93 funds tracked by Wall St. Rank hold OAKM as of Q3 2026.

JP Morgan Chase held 34,068 shares of Oakmark U.S. Large Cap ETF worth $1.01M as of Q3 2026.
JP Morgan Chase bought 32,017 Oakmark U.S. Large Cap ETF shares in Q3 2026, an estimated $972K.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q3 2026, its #4775 holding.
JP Morgan Chase first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 6 quarters since.
93 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q3 2026.

Based on JP Morgan Chase's 13F filing for Q3 2026, filed 12 Nov 2026.