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Oak Barrel Wealth Advisory’s JPMorgan Chase JPM Stock Holding History

Oak Barrel Wealth Advisory’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 		$1.92M Buy
+5,865
New +$1.82M 0.85% 19
2025
Q4 		$2.35M Buy
+7,292
New +$2.26M 1.4% 14

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

Oak Barrel Wealth Advisory's JPM Position: Q2 2026 in Review

Oak Barrel Wealth Advisory opened a new position in JPMorgan Chase (JPM) in Q2 2026: 5,865 shares worth $1.92M. The stake represents 0.85% of the portfolio and ranks #19 among its holdings. This is a return to the name: Oak Barrel Wealth Advisory previously reported a position in JPM as recently as Q4 2025.

Oak Barrel Wealth Advisory first reported a position in JPM in Q4 2025 and has held it in 2 quarters since. The position peaked at $2.35M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oak Barrel Wealth Advisory held 5,865 shares of JPMorgan Chase worth $1.92M as of Q2 2026.
  • JPMorgan Chase was a new Oak Barrel Wealth Advisory position in Q2 2026.
  • JPMorgan Chase made up 0.85% of Oak Barrel Wealth Advisory's portfolio in Q2 2026, its #19 holding.
  • Oak Barrel Wealth Advisory first reported a position in JPMorgan Chase in Q4 2025 and has held it in 2 quarters since.
  • Oak Barrel Wealth Advisory's JPMorgan Chase position peaked at $2.35M in Q4 2025.
  • 5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Barrel Wealth Advisory's 13F filing for Q2 2026, filed 7 Aug 2026.