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	–	Sell	-1,500	Closed	-$441K	–	120
2026 Q1	$441K	Buy	+1,500	New	+$455K	0.12%	83
2025 Q3	–	Sell	-2,400	Closed	-$696K	–	116
2025 Q2	$696K	Sell	2,400 -100	-4%	-$25.5K	0.22%	63
2025 Q1	$613K	Buy	+2,500	New	+$637K	0.21%	59

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 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. 5,155 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.
5,155 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.