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 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

CIA

Choate Investment Advisors Boston, Massachusetts $5.69B AUM 22.16% 1-Year Est. Return

Cerity Partners New York $82.7B AUM 28.53% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Abound Financial Granite Bay, California $251M AUM 20.02% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

JP Morgan Chase's OAKM Position: Q2 2026 in Review

JP Morgan Chase reduced its Oakmark U.S. Large Cap ETF (OAKM) stake by 65% in Q2 2026, selling an estimated $107K and leaving 2,051 shares worth $58.2K. The position accounts for ﹤0.01% of the portfolio, ranked #6367.

JP Morgan Chase first reported a position in OAKM in Q4 2024 and has held it in 5 quarters since. The position peaked at $158K in Q1 2026. 96 funds tracked by Wall St. Rank hold OAKM as of Q2 2026.

JP Morgan Chase held 2,051 shares of Oakmark U.S. Large Cap ETF worth $58.2K as of Q2 2026.
JP Morgan Chase sold 3,806 Oakmark U.S. Large Cap ETF shares in Q2 2026, an estimated $107K.
Oakmark U.S. Large Cap ETF made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #6367 holding.
JP Morgan Chase first reported a position in Oakmark U.S. Large Cap ETF in Q4 2024 and has held it in 5 quarters since.
JP Morgan Chase's Oakmark U.S. Large Cap ETF position peaked at $158K in Q1 2026.
96 funds tracked by Wall St. Rank held Oakmark U.S. Large Cap ETF as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.