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Oak Family Advisors’s JPMorgan Chase JPM Stock Holding History

Oak Family Advisors’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 		$8.7M Sell
26,582
-563
-2% -$175K 2.22% 12
2026
Q1 		$7.98M Sell
27,145
-2,878
-10% -$873K 2.25% 14
2025
Q4 		$9.67M Buy
30,023
+299
+1% +$92.6K 2.66% 9
2025
Q3 		$9.38M Buy
29,724
+133
+0.4% +$39.6K 2.34% 8
2025
Q2 		$8.58M Buy
29,591
+10,089
+52% +$2.57M 2.7% 11
2025
Q1 		$4.78M Buy
19,502
+879
+5% +$224K 1.61% 20
2024
Q4 		$4.46M Buy
18,623
+190
+1% +$44.3K 1.62% 23
2024
Q3 		$3.89M Buy
18,433
+43
+0.2% +$9.06K 1.19% 27
2024
Q2 		$3.72M Buy
18,390
+53
+0.3% +$10.4K 1.27% 28
2024
Q1 		$3.67M Sell
18,337
-136
-0.7% -$24.5K 1.41% 28
2023
Q4 		$3.14M Buy
18,473
+1,719
+10% +$261K 1.32% 27
2023
Q3 		$2.43M Buy
16,754
+1,433
+9% +$215K 1.15% 31
2023
Q2 		$2.23M Buy
15,321
+392
+3% +$53.9K 1.06% 32
2023
Q1 		$1.95M Sell
14,929
-1,112
-7% -$152K 0.96% 32
2022
Q4 		$2.15M Buy
16,041
+2,708
+20% +$343K 1.15% 32
2022
Q3 		$1.39M Buy
13,333
+8,114
+155% +$931K 0.74% 36
2022
Q2 		$588K Buy
5,219
+2
+0% +$248 0.3% 62
2022
Q1 		$711K Buy
5,217
+1
+0% +$148 0.28% 63
2021
Q4 		$826K Buy
5,216
+2,101
+67% +$345K 0.31% 64
2021
Q3 		$510K Buy
3,115
+1
+0% +$157 0.19% 74
2021
Q2 		$484K Buy
3,114
+1
+0% +$157 0.2% 65
2021
Q1 		$474K Buy
3,113
+273
+10% +$39.3K 0.21% 63
2020
Q4 		$361K Buy
+2,840
New +$317K 0.19% 73

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Oak Family Advisors's JPM Position: Q2 2026 in Review

Oak Family Advisors reduced its JPMorgan Chase (JPM) stake by 2.1% in Q2 2026, selling an estimated $175K and leaving 26,582 shares worth $8.7M. The position accounts for 2.22% of the portfolio, ranked #12.

Oak Family Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $9.67M in Q4 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oak Family Advisors held 26,582 shares of JPMorgan Chase worth $8.7M as of Q2 2026.
  • Oak Family Advisors sold 563 JPMorgan Chase shares in Q2 2026, an estimated $175K.
  • JPMorgan Chase made up 2.22% of Oak Family Advisors's portfolio in Q2 2026, its #12 holding.
  • Oak Family Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Oak Family Advisors's JPMorgan Chase position peaked at $9.67M in Q4 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Family Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.