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Oak Harbor Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Oak Harbor Wealth Partners’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 		$1.83M Sell
5,596
-9,240
-62% -$2.87M 0.68% 41
2026
Q1 		$4.36M Buy
14,836
+1,799
+14% +$546K 1.02% 25
2025
Q4 		$4.2M Buy
13,037
+13
+0.1% +$4.03K 1.01% 26
2025
Q3 		$4.11M Sell
13,024
-106
-0.8% -$31.5K 1.01% 28
2025
Q2 		$3.81M Sell
13,130
-1,838
-12% -$469K 1.03% 25
2025
Q1 		$3.67M Sell
14,968
-1,743
-10% -$444K 1.05% 27
2024
Q4 		$4.01M Sell
16,711
-72
-0.4% -$16.8K 1.16% 21
2024
Q3 		$3.54M Sell
16,783
-806
-5% -$170K 1.01% 26
2024
Q2 		$3.56M Sell
17,589
-354
-2% -$69.2K 1.12% 21
2024
Q1 		$3.59M Sell
17,943
-49
-0.3% -$8.84K 1.12% 23
2023
Q4 		$3.06M Sell
17,992
-1,280
-7% -$194K 1.03% 28
2023
Q3 		$2.79M Buy
19,272
+14
+0.1% +$2.1K 0.99% 26
2023
Q2 		$2.8M Sell
19,258
-172
-0.9% -$23.7K 0.96% 30
2023
Q1 		$2.53M Sell
19,430
-513
-3% -$70.3K 0.92% 32
2022
Q4 		$2.67M Buy
19,943
+328
+2% +$41.6K 1.02% 30
2022
Q3 		$2.05M Buy
19,615
+1,214
+7% +$139K 0.8% 38
2022
Q2 		$2.07M Buy
18,401
+1,638
+10% +$203K 0.83% 38
2022
Q1 		$2.29M Buy
16,763
+1,486
+10% +$219K 0.75% 36
2021
Q4 		$2.42M Buy
+15,277
New +$2.51M 0.83% 34

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oak Harbor Wealth Partners's JPM Position: Q2 2026 in Review

Oak Harbor Wealth Partners reduced its JPMorgan Chase (JPM) stake by 62% in Q2 2026, selling an estimated $2.87M and leaving 5,596 shares worth $1.83M. The position accounts for 0.68% of the portfolio, ranked #41.

Oak Harbor Wealth Partners first reported a position in JPM in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.36M in Q1 2026. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oak Harbor Wealth Partners held 5,596 shares of JPMorgan Chase worth $1.83M as of Q2 2026.
  • Oak Harbor Wealth Partners sold 9,240 JPMorgan Chase shares in Q2 2026, an estimated $2.87M.
  • JPMorgan Chase made up 0.68% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #41 holding.
  • Oak Harbor Wealth Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 19 quarters since.
  • Oak Harbor Wealth Partners's JPMorgan Chase position peaked at $4.36M in Q1 2026.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.