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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return

Live Oak Private Wealth's JPM Position: Q2 2026 in Review

Live Oak Private Wealth reduced its JPMorgan Chase (JPM) stake by 3.6% in Q2 2026, selling an estimated $565K and leaving 49,021 shares worth $16M. The position accounts for 2.01% of the portfolio, ranked #9.

Live Oak Private Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. The position peaked at $16.5M in Q4 2025. 2,582 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Live Oak Private Wealth held 49,021 shares of JPMorgan Chase worth $16M as of Q2 2026.
  • Live Oak Private Wealth sold 1,820 JPMorgan Chase shares in Q2 2026, an estimated $565K.
  • JPMorgan Chase made up 2.01% of Live Oak Private Wealth's portfolio in Q2 2026, its #9 holding.
  • Live Oak Private Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • Live Oak Private Wealth's JPMorgan Chase position peaked at $16.5M in Q4 2025.
  • 2,582 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Live Oak Private Wealth's 13F filing for Q2 2026, filed 20 Jul 2026.