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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oak Grove Capital's JPM Position: Q1 2026 in Review

Oak Grove Capital increased its JPMorgan Chase (JPM) stake by 52% in Q1 2026, buying an estimated $728K and bringing the position to 7,000 shares worth $2.06M. The position accounts for 0.17% of the portfolio, ranked #48.

Oak Grove Capital first reported a position in JPM in Q2 2018 and has held it in 7 quarters since. The position peaked at $2.2M in Q1 2019. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

Oak Grove Capital held 7,000 shares of JPMorgan Chase worth $2.06M as of Q1 2026.
Oak Grove Capital bought 2,400 JPMorgan Chase shares in Q1 2026, an estimated $728K.
JPMorgan Chase made up 0.17% of Oak Grove Capital's portfolio in Q1 2026, its #48 holding.
Oak Grove Capital first reported a position in JPMorgan Chase in Q2 2018 and has held it in 7 quarters since.
Oak Grove Capital's JPMorgan Chase position peaked at $2.2M in Q1 2019.
5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oak Grove Capital's 13F filing for Q1 2026, filed 13 May 2026.