OHIS
JPM icon

Oak Harvest Investment Services’s JPMorgan Chase JPM Stock Holding History

Oak Harvest Investment Services’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 		$33.3M Buy
101,694
+16,970
+20% +$5.27M 3.11% 4
2026
Q1 		$24.9M Buy
84,724
+2,619
+3% +$795K 2.6% 5
2025
Q4 		$26.5M Buy
82,105
+1,537
+2% +$476K 2.89% 4
2025
Q3 		$25.4M Sell
80,568
-18,489
-19% -$5.5M 2.96% 4
2025
Q2 		$28.7M Sell
99,057
-285
-0.3% -$72.7K 3.6% 3
2025
Q1 		$24.4M Buy
99,342
+3,855
+4% +$983K 3.4% 4
2024
Q4 		$22.9M Sell
95,487
-4,434
-4% -$1.03M 3.19% 5
2024
Q3 		$21.1M Buy
99,921
+8,805
+10% +$1.85M 3.02% 5
2024
Q2 		$18.4M Buy
91,116
+3,067
+3% +$600K 2.86% 5
2024
Q1 		$17.6M Buy
88,049
+3,800
+5% +$686K 2.88% 5
2023
Q4 		$14.3M Sell
84,249
-26,466
-24% -$4.01M 2.86% 5
2023
Q3 		$16.1M Buy
110,715
+1,915
+2% +$287K 3.4% 5
2023
Q2 		$15.8M Buy
108,800
+41,150
+61% +$5.66M 3.55% 4
2023
Q1 		$8.82M Buy
67,650
+4,070
+6% +$558K 2.03% 9
2022
Q4 		$8.53M Sell
63,580
-2,735
-4% -$347K 2.22% 10
2022
Q3 		$6.93M Buy
66,315
+1,555
+2% +$178K 1.85% 11
2022
Q2 		$7.29M Buy
64,760
+2,931
+5% +$363K 1.97% 12
2022
Q1 		$8.43M Buy
61,829
+3,516
+6% +$519K 2.09% 10
2021
Q4 		$9.23M Buy
58,313
+91
+0.2% +$14.9K 2.29% 6
2021
Q3 		$9.53M Buy
58,222
+3,969
+7% +$622K 2.78% 5
2021
Q2 		$8.44M Buy
54,253
+1,438
+3% +$226K 2.78% 5
2021
Q1 		$8.04M Buy
52,815
+2,014
+4% +$290K 3.08% 5
2020
Q4 		$6.46M Buy
+50,801
New +$5.68M 2.77% 6

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return

Oak Harvest Investment Services's JPM Position: Q2 2026 in Review

Oak Harvest Investment Services increased its JPMorgan Chase (JPM) stake by 20% in Q2 2026, buying an estimated $5.27M and bringing the position to 101,694 shares worth $33.3M. The position accounts for 3.11% of the portfolio, ranked #4.

Oak Harvest Investment Services first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 1,804 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oak Harvest Investment Services held 101,694 shares of JPMorgan Chase worth $33.3M as of Q2 2026.
  • Oak Harvest Investment Services bought 16,970 JPMorgan Chase shares in Q2 2026, an estimated $5.27M.
  • JPMorgan Chase made up 3.11% of Oak Harvest Investment Services's portfolio in Q2 2026, its #4 holding.
  • Oak Harvest Investment Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 1,804 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Harvest Investment Services's 13F filing for Q2 2026, filed 27 Jul 2026.