Live Oak Private Wealth
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Live Oak Private Wealth’s JPMorgan Chase JPM Stock Holding History

Live Oak Private Wealth’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
Q3 		$16.1M Sell
48,656
-365
-0.7% -$128K 1.95% 11
2026
Q2 		$16M Sell
49,021
-1,820
-4% -$565K 2.01% 9
2026
Q1 		$15M Sell
50,841
-448
-0.9% -$136K 2.08% 12
2025
Q4 		$16.5M Sell
51,289
-625
-1% -$194K 2.25% 9
2025
Q3 		$16.4M Sell
51,914
-144
-0.3% -$42.8K 2.28% 8
2025
Q2 		$15.1M Buy
52,058
+258
+0.5% +$65.8K 2.25% 8
2025
Q1 		$12.7M Sell
51,800
-243
-0.5% -$62K 2.06% 10
2024
Q4 		$12.5M Sell
52,043
-1,173
-2% -$273K 2.1% 10
2024
Q3 		$11.2M Sell
53,216
-9,050
-15% -$1.91M 1.82% 14
2024
Q2 		$12.6M Sell
62,266
-1,179
-2% -$230K 2.17% 9
2024
Q1 		$12.7M Sell
63,445
-786
-1% -$142K 2.2% 10
2023
Q4 		$10.9M Buy
64,231
+349
+0.5% +$52.9K 2.05% 11
2023
Q3 		$9.26M Sell
63,882
-229
-0.4% -$34.3K 1.97% 11
2023
Q2 		$9.32M Buy
64,111
+205
+0.3% +$28.2K 1.86% 13
2023
Q1 		$8.33M Buy
63,906
+3,897
+6% +$534K 1.72% 16
2022
Q4 		$8.05M Buy
60,009
+878
+1% +$111K 1.66% 18
2022
Q3 		$6.18M Buy
59,131
+1,873
+3% +$215K 1.39% 25
2022
Q2 		$6.45M Buy
57,258
+2,746
+5% +$340K 1.36% 20
2022
Q1 		$7.43M Buy
54,512
+5,204
+11% +$768K 1.44% 20
2021
Q4 		$7.81M Buy
49,308
+351
+0.7% +$57.6K 1.46% 21
2021
Q3 		$8.01M Buy
48,957
+6,193
+14% +$971K 1.63% 16
2021
Q2 		$6.65M Buy
42,764
+1,268
+3% +$199K 1.47% 21
2021
Q1 		$6.32M Buy
41,496
+1,933
+5% +$278K 1.55% 20
2020
Q4 		$5.03M Buy
39,563
+1,724
+5% +$193K 1.41% 29
2020
Q3 		$3.64M Buy
37,839
+983
+3% +$96.5K 1.25% 37
2020
Q2 		$3.47M Buy
36,856
+28,623
+348% +$2.72M 1.26% 36
2020
Q1 		$741K Buy
8,233
+987
+14% +$120K 0.76% 30
2019
Q4 		$1.01M Buy
+7,246
New +$929K 0.98% 27

Other funds holding JPM

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Live Oak Private Wealth's JPM Position: Q3 2026 in Review

Live Oak Private Wealth reduced its JPMorgan Chase (JPM) stake by 0.74% in Q3 2026, selling an estimated $128K and leaving 48,656 shares worth $16.1M. The position accounts for 1.95% of the portfolio, ranked #11.

Live Oak Private Wealth first reported a position in JPM in Q4 2019 and has held it in 28 quarters since. The position peaked at $16.5M in Q4 2025. 4,608 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Live Oak Private Wealth held 48,656 shares of JPMorgan Chase worth $16.1M as of Q3 2026.
  • Live Oak Private Wealth sold 365 JPMorgan Chase shares in Q3 2026, an estimated $128K.
  • JPMorgan Chase made up 1.95% of Live Oak Private Wealth's portfolio in Q3 2026, its #11 holding.
  • Live Oak Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 28 quarters since.
  • Live Oak Private Wealth's JPMorgan Chase position peaked at $16.5M in Q4 2025.
  • 4,608 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Live Oak Private Wealth's 13F filing for Q3 2026, filed 2 Nov 2026.