Oak Asset Management’s JPMorgan Chase JPM Stock Holding History

Oak Asset Management’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	$5.87M	Sell	17,921 -65	-0.4%	-$20.2K	1.89%	13
2026 Q1	$5.29M	Buy	17,986 +111	+0.6%	+$33.7K	1.82%	16
2025 Q4	$5.76M	Sell	17,875 -130	-0.7%	-$40.2K	1.96%	13
2025 Q3	$5.68M	Sell	18,005 -83	-0.5%	-$24.7K	1.94%	12
2025 Q2	$5.24M	Sell	18,088 -80	-0.4%	-$20.4K	1.88%	14
2025 Q1	$4.46M	Buy	18,168 +101	+0.6%	+$25.7K	1.63%	17
2024 Q4	$4.33M	Sell	18,067 -151	-0.8%	-$35.2K	1.6%	15
2024 Q3	$3.84M	Sell	18,218 -706	-4%	-$149K	1.36%	22
2024 Q2	$3.83M	Sell	18,924 -25	-0.1%	-$4.89K	1.4%	20
2024 Q1	$3.8M	Sell	18,949 -60	-0.3%	-$10.8K	1.42%	22
2023 Q4	$3.23M	Sell	19,009 -586	-3%	-$88.8K	1.29%	26
2023 Q3	$2.84M	Sell	19,595 -35	-0.2%	-$5.25K	1.22%	27
2023 Q2	$2.85M	Buy	19,630 +50	+0.3%	+$6.88K	1.18%	29
2023 Q1	$2.55M	Sell	19,580 -124	-0.6%	-$17K	1.1%	30
2022 Q4	$2.64M	Sell	19,704 -214	-1%	-$27.1K	1.19%	28
2022 Q3	$2.08M	Buy	+19,918	New	+$2.29M	1.01%	31
2022 Q2	–	Sell	-16,782	Closed	-$2.29M	–	119
2022 Q1	$2.29M	Buy	16,782 +1,021	+6%	+$151K	0.91%	38
2021 Q4	$2.5M	Buy	15,761 +225	+1%	+$37K	0.95%	38
2021 Q3	$2.59M	Sell	15,536 -150	-1%	-$23.5K	1.08%	36
2021 Q2	$2.44M	Buy	15,686 +160	+1%	+$25.1K	1.03%	37
2021 Q1	$2.36M	Sell	15,526 -673	-4%	-$96.8K	1.27%	33
2020 Q4	$2.06M	Hold	16,199	–	–	1%	36
2020 Q3	$1.67M	Buy	16,199 +392	+2%	+$38.5K	0.88%	36
2020 Q2	$1.49M	Buy	15,807 +1,026	+7%	+$97.3K	0.88%	39
2020 Q1	$1.33M	Sell	14,781 -1,036	-7%	-$126K	0.97%	39
2019 Q4	$2.21M	Sell	15,817 -93	-0.6%	-$11.9K	1.23%	27
2019 Q3	$1.87M	Sell	15,910 -27	-0.2%	-$3.05K	1.13%	30
2019 Q2	$1.82M	Buy	15,937 +887	+6%	+$97.8K	1.13%	33
2019 Q1	$1.52M	Buy	15,050 +4,047	+37%	+$417K	1.01%	34
2018 Q4	$1.07M	Hold	11,003	–	–	0.79%	42
2018 Q3	$1.24M	Hold	11,003	–	–	0.75%	41
2018 Q2	$1.15M	Buy	11,003 +89	+0.8%	+$9.76K	0.78%	40
2018 Q1	$1.2M	Sell	10,914 -340	-3%	-$38.5K	0.93%	35
2017 Q4	$1.2M	Buy	+11,254	New	+$1.14M	0.92%	31

Other funds holding JPM

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

CRM

Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

CNB

Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return

COPPSERS

Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return

DLA

Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Oak Asset Management's JPM Position: Q2 2026 in Review

Oak Asset Management reduced its JPMorgan Chase (JPM) stake by 0.36% in Q2 2026, selling an estimated $20.2K and leaving 17,921 shares worth $5.87M. The position accounts for 1.89% of the portfolio, ranked #13.

Oak Asset Management first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. 1,092 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oak Asset Management held 17,921 shares of JPMorgan Chase worth $5.87M as of Q2 2026.
Oak Asset Management sold 65 JPMorgan Chase shares in Q2 2026, an estimated $20.2K.
JPMorgan Chase made up 1.89% of Oak Asset Management's portfolio in Q2 2026, its #13 holding.
Oak Asset Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
1,092 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Asset Management's 13F filing for Q2 2026, filed 13 Jul 2026.