Oak Associates’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $31.5M | Sell |
107,153
-16,133
| -13% | -$4.9M | 2.12% | 14 |
|
|
2025
Q4 | $39.7M | Buy |
123,286
+977
| +0.8% | +$302K | 2.39% | 14 |
|
|
2025
Q3 | $38.6M | Sell |
122,309
-3,329
| -3% | -$990K | 2.36% | 14 |
|
|
2025
Q2 | $36.4M | Sell |
125,638
-10,677
| -8% | -$2.72M | 2.38% | 14 |
|
|
2025
Q1 | $33.4M | Sell |
136,315
-10,101
| -7% | -$2.58M | 2.51% | 14 |
|
|
2024
Q4 | $35.1M | Sell |
146,416
-7,107
| -5% | -$1.66M | 2.42% | 15 |
|
|
2024
Q3 | $32.4M | Sell |
153,523
-1,452
| -0.9% | -$306K | 2.18% | 15 |
|
|
2024
Q2 | $31.3M | Sell |
154,975
-49
| -0% | -$9.58K | 2.08% | 16 |
|
|
2024
Q1 | $31.1M | Buy |
155,024
+1
| +0% | +$180 | 2.15% | 16 |
|
|
2023
Q4 | $26.4M | Sell |
155,023
-1,094
| -0.7% | -$166K | 1.99% | 15 |
|
|
2023
Q3 | $22.6M | Buy |
156,117
+2,611
| +2% | +$391K | 1.88% | 16 |
|
|
2023
Q2 | $22.3M | Sell |
153,506
-25,070
| -14% | -$3.45M | 1.79% | 17 |
|
|
2023
Q1 | $23.3M | Hold |
178,576
| – | – | 1.91% | 17 |
|
|
2022
Q4 | $23.9M | Sell |
178,576
-9,170
| -5% | -$1.16M | 2.01% | 16 |
|
|
2022
Q3 | $19.6M | Sell |
187,746
-2,557
| -1% | -$293K | 1.66% | 19 |
|
|
2022
Q2 | $21.4M | Sell |
190,303
-18,552
| -9% | -$2.3M | 1.68% | 22 |
|
|
2022
Q1 | $28.5M | Sell |
208,855
-2,890
| -1% | -$427K | 1.74% | 21 |
|
|
2021
Q4 | $33.5M | Sell |
211,745
-1,451
| -0.7% | -$238K | 1.79% | 18 |
|
|
2021
Q3 | $34.9M | Buy |
213,196
+4
| +0% | +$627 | 1.99% | 15 |
|
|
2021
Q2 | $33.2M | Sell |
213,192
-809
| -0.4% | -$127K | 1.88% | 17 |
|
|
2021
Q1 | $32.6M | Buy |
214,001
+57,749
| +37% | +$8.31M | 1.93% | 16 |
|
|
2020
Q4 | $19.9M | Buy |
156,252
+139,252
| +819% | +$15.6M | 1.2% | 26 |
|
|
2020
Q3 | $1.64M | Hold |
17,000
| – | – | 0.11% | 81 |
|
|
2020
Q2 | $1.6M | Hold |
17,000
| – | – | 0.11% | 78 |
|
|
2020
Q1 | $1.53M | Sell |
17,000
-25
| -0.1% | -$3.04K | 0.13% | 72 |
|
|
2019
Q4 | $2.37M | Buy |
17,025
+25
| +0.1% | +$3.21K | 0.14% | 75 |
|
|
2019
Q3 | $2M | Hold |
17,000
| – | – | 0.12% | 83 |
|
|
2019
Q2 | $1.9M | Hold |
17,000
| – | – | 0.12% | 84 |
|
|
2019
Q1 | $1.72M | Sell |
17,000
-1,150
| -6% | -$118K | 0.11% | 90 |
|
|
2018
Q4 | $1.77M | Hold |
18,150
| – | – | 0.12% | 88 |
|
|
2018
Q3 | $2.05M | Sell |
18,150
-63,900
| -78% | -$7.25M | 0.13% | 90 |
|
|
2018
Q2 | $8.55M | Sell |
82,050
-90,975
| -53% | -$9.98M | 0.57% | 53 |
|
|
2018
Q1 | $19M | Sell |
173,025
-1,506
| -0.9% | -$171K | 1.33% | 26 |
|
|
2017
Q4 | $18.7M | Sell |
174,531
-2,008
| -1% | -$203K | 1.32% | 24 |
|
|
2017
Q3 | $16.9M | Sell |
176,539
-7,400
| -4% | -$682K | 1.24% | 27 |
|
|
2017
Q2 | $16.8M | Sell |
183,939
-14,895
| -7% | -$1.29M | 1.27% | 24 |
|
|
2017
Q1 | $17.5M | Sell |
198,834
-188,498
| -49% | -$16.6M | 1.4% | 20 |
|
|
2016
Q4 | $33.4M | Sell |
387,332
-116,223
| -23% | -$8.86M | 3.3% | 7 |
|
|
2016
Q3 | $34.9M | Buy |
503,555
+50,161
| +11% | +$3.27M | 3.59% | 5 |
|
|
2016
Q2 | $28.2M | Sell |
453,394
-619
| -0.1% | -$38.7K | 3.38% | 6 |
|
|
2016
Q1 | $26.9M | Buy |
454,013
+3,091
| +0.7% | +$181K | 3.29% | 8 |
|
|
2015
Q4 | $29.8M | Sell |
450,922
-6,665
| -1% | -$434K | 3.55% | 5 |
|
|
2015
Q3 | $27.9M | Sell |
457,587
-6,699
| -1% | -$439K | 3.7% | 6 |
|
|
2015
Q2 | $31.5M | Sell |
464,286
-3,109
| -0.7% | -$203K | 3.83% | 5 |
|
|
2015
Q1 | $28.3M | Sell |
467,395
-1,171
| -0.2% | -$69.3K | 3.41% | 6 |
|
|
2014
Q4 | $29.3M | Sell |
468,566
-6,369
| -1% | -$383K | 3.51% | 5 |
|
|
2014
Q3 | $28.6M | Sell |
474,935
-5,079
| -1% | -$297K | 3.53% | 6 |
|
|
2014
Q2 | $27.7M | Sell |
480,014
-8,089
| -2% | -$455K | 3.38% | 5 |
|
|
2014
Q1 | $29.6M | Sell |
488,103
-152,719
| -24% | -$8.83M | 3.67% | 5 |
|
|
2013
Q4 | $37.5M | Buy |
+640,822
| New | +$35.1M | 4.05% | 4 |
|
|
2013
Q2 | $37.6M | Buy |
+713,120
| New | +$36.3M | 4.48% | 4 |
|
Other funds holding JPM
VCM
VPM
Oak Associates's JPM Position: Q1 2026 in Review
Oak Associates reduced its JPMorgan Chase (JPM) stake by 13% in Q1 2026, selling an estimated $4.9M and leaving 107,153 shares worth $31.5M. The position accounts for 2.12% of the portfolio, ranked #14.
Oak Associates first reported a position in JPM in Q2 2013 and has held it in 51 quarters since. The position peaked at $39.7M in Q4 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Oak Associates held 107,153 shares of JPMorgan Chase worth $31.5M as of Q1 2026.
- Oak Associates sold 16,133 JPMorgan Chase shares in Q1 2026, an estimated $4.9M.
- JPMorgan Chase made up 2.12% of Oak Associates's portfolio in Q1 2026, its #14 holding.
- Oak Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 51 quarters since.
- Oak Associates's JPMorgan Chase position peaked at $39.7M in Q4 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Oak Associates's 13F filing for Q1 2026, filed 14 May 2026.