Oak Grove Capital’s JPMorgan Chase JPM Stock Holding History

Oak Grove Capital’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	$1.87M	Sell	5,719 -1,281	-18%	-$398K	0.09%	54
2026 Q1	$2.06M	Buy	7,000 +2,400	+52%	+$728K	0.17%	48
2025 Q4	$1.48M	Buy	+4,600	New	+$1.42M	0.18%	42
2019 Q3	–	Sell	-4,166	Closed	-$466K	–	78
2019 Q2	$466K	Sell	4,166 -17,534	-81%	-$1.93M	0.25%	53
2019 Q1	$2.2M	Buy	21,700 +5,000	+30%	+$515K	1.39%	21
2018 Q4	$1.63M	Sell	16,700 -2,400	-13%	-$256K	1.46%	17
2018 Q3	$2.15M	Buy	19,100 +6,800	+55%	+$772K	1.86%	15
2018 Q2	$1.28M	Buy	+12,300	New	+$1.35M	1.3%	18

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 $3.37T AUM 44.26% 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 Grove Capital's JPM Position: Q2 2026 in Review

Oak Grove Capital reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2026, selling an estimated $398K and leaving 5,719 shares worth $1.87M. The position accounts for 0.09% of the portfolio, ranked #54.

Oak Grove Capital first reported a position in JPM in Q2 2018 and has held it in 8 quarters since. The position peaked at $2.2M in Q1 2019. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oak Grove Capital held 5,719 shares of JPMorgan Chase worth $1.87M as of Q2 2026.
Oak Grove Capital sold 1,281 JPMorgan Chase shares in Q2 2026, an estimated $398K.
JPMorgan Chase made up 0.09% of Oak Grove Capital's portfolio in Q2 2026, its #54 holding.
Oak Grove Capital first reported a position in JPMorgan Chase in Q2 2018 and has held it in 8 quarters since.
Oak Grove Capital's JPMorgan Chase position peaked at $2.2M in Q1 2019.
5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Grove Capital's 13F filing for Q2 2026, filed 13 Aug 2026.