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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
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
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Family Advisors's JPM Position: Q1 2026 in Review

Oak Family Advisors reduced its JPMorgan Chase (JPM) stake by 9.6% in Q1 2026, selling an estimated $873K and leaving 27,145 shares worth $7.98M. The position accounts for 2.25% of the portfolio, ranked #14.

Oak Family Advisors first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $9.67M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Oak Family Advisors held 27,145 shares of JPMorgan Chase worth $7.98M as of Q1 2026.
  • Oak Family Advisors sold 2,878 JPMorgan Chase shares in Q1 2026, an estimated $873K.
  • JPMorgan Chase made up 2.25% of Oak Family Advisors's portfolio in Q1 2026, its #14 holding.
  • Oak Family Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Oak Family Advisors's JPMorgan Chase position peaked at $9.67M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oak Family Advisors's 13F filing for Q1 2026, filed 20 Apr 2026.