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Live Oak Investment Partners’s JPMorgan Chase JPM Stock Holding History

Live Oak Investment 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 		$389K Hold
1,188
– – 0.21% 75
2026
Q1 		$349K Sell
1,188
-221
-16% -$67.1K 0.21% 76
2025
Q4 		$454K Sell
1,409
-15
-1% -$4.64K 0.28% 68
2025
Q3 		$449K Sell
1,424
-10
-0.7% -$2.97K 0.3% 66
2025
Q2 		$416K Buy
1,434
+135
+10% +$34.5K 0.32% 60
2025
Q1 		$319K Buy
+1,299
New +$331K 0.25% 74
2024
Q4 		– Hold
0
– – – 21
2024
Q3 		– Hold
0
– – – 24
2024
Q2 		– Hold
0
– – – 21
2023
Q4 		– Hold
0
– – – 53
2023
Q3 		– Hold
0
– – – 63
2023
Q2 		– Hold
0
– – – 58
2023
Q1 		– Hold
0
– – – 63
2022
Q4 		– Hold
0
– – – 58

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Live Oak Investment Partners's JPM Position: Q2 2026 in Review

Live Oak Investment Partners held its JPMorgan Chase (JPM) position steady in Q2 2026 at 1,188 shares worth $389K. The position accounts for 0.21% of the portfolio, ranked #75.

Live Oak Investment Partners first reported a position in JPM in Q1 2025 and has held it in 6 quarters since. The position peaked at $454K in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Live Oak Investment Partners held 1,188 shares of JPMorgan Chase worth $389K as of Q2 2026.
  • Live Oak Investment Partners left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.21% of Live Oak Investment Partners's portfolio in Q2 2026, its #75 holding.
  • Live Oak Investment Partners first reported a position in JPMorgan Chase in Q1 2025 and has held it in 6 quarters since.
  • Live Oak Investment Partners's JPMorgan Chase position peaked at $454K in Q4 2025.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Live Oak Investment Partners's 13F filing for Q2 2026, filed 10 Aug 2026.