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Oak Hill Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Oak Hill Wealth 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
2025
Q3 		$3.5M Buy
11,093
+32
+0.3% +$9.52K 0.66% 29
2025
Q2 		$3.13M Buy
11,061
+101
+0.9% +$25.8K 0.65% 28
2025
Q1 		$2.69M Buy
10,960
+628
+6% +$160K 0.62% 29
2024
Q4 		$2.48M Buy
+10,332
New +$2.41M 0.59% 30
2024
Q3 		– Sell
-11,481
Closed -$2.42M – 170
2024
Q2 		$2.32M Buy
+11,481
New +$2.24M 0.7% 24
2024
Q1 		– Sell
-11,628
Closed -$2.1M – 156
2023
Q4 		$1.98M Buy
11,628
+3
+0% +$455 0.68% 19
2023
Q3 		$1.69M Buy
11,625
+64
+0.6% +$9.59K 0.65% 21
2023
Q2 		$1.68M Buy
11,561
+3
+0% +$413 0.62% 21
2023
Q1 		$1.51M Sell
11,558
-297
-3% -$40.7K 0.59% 25
2022
Q4 		$1.59M Buy
+11,855
New +$1.5M 0.66% 24

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oak Hill Wealth Advisors's JPM Position: Q3 2025 in Review

Oak Hill Wealth Advisors increased its JPMorgan Chase (JPM) stake by 0.29% in Q3 2025, buying an estimated $9.52K and bringing the position to 11,093 shares worth $3.5M. The position accounts for 0.66% of the portfolio, ranked #29.

Oak Hill Wealth Advisors first reported a position in JPM in Q4 2022 and has held it in 10 quarters since. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Oak Hill Wealth Advisors held 11,093 shares of JPMorgan Chase worth $3.5M as of Q3 2025.
  • Oak Hill Wealth Advisors bought 32 JPMorgan Chase shares in Q3 2025, an estimated $9.52K.
  • JPMorgan Chase made up 0.66% of Oak Hill Wealth Advisors's portfolio in Q3 2025, its #29 holding.
  • Oak Hill Wealth Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 10 quarters since.
  • 4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Oak Hill Wealth Advisors's 13F filing for Q3 2025, filed 30 Oct 2025.