Oak Ridge Investments’s JPMorgan Chase JPM Stock Holding History

Oak Ridge Investments’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	$331K	Sell	1,010 -253	-20%	-$78.6K	0.02%	158
2026 Q1	$372K	Sell	1,263 -116	-8%	-$35.2K	0.02%	154
2025 Q4	$444K	Sell	1,379 -239	-15%	-$74K	0.03%	151
2025 Q3	$510K	Buy	1,618 +253	+19%	+$75.2K	0.03%	149
2025 Q2	$396K	Hold	1,365	–	–	0.03%	155
2025 Q1	$335K	Hold	1,365	–	–	0.03%	154
2024 Q4	$327K	Sell	1,365 -31	-2%	-$7.22K	0.03%	160
2024 Q3	$294K	Buy	1,396 +56	+4%	+$11.8K	0.03%	144
2024 Q2	$271K	Buy	1,340 +253	+23%	+$49.5K	0.03%	140
2024 Q1	$218K	Sell	1,087 -479	-31%	-$86.4K	0.02%	142
2023 Q4	$266K	Buy	+1,566	New	+$237K	0.03%	144
2023 Q3	–	Sell	-1,524	Closed	-$222K	–	147
2023 Q2	$222K	Sell	1,524 -126	-8%	-$17.3K	0.03%	145
2023 Q1	$215K	Sell	1,650 -248	-13%	-$34K	0.03%	144
2022 Q4	$255K	Buy	+1,898	New	+$240K	0.04%	144
2022 Q2	–	Sell	-1,842	Closed	-$251K	–	160
2022 Q1	$251K	Sell	1,842 -3,850	-68%	-$568K	0.03%	154
2021 Q4	$902K	Sell	5,692 -1,074	-16%	-$176K	0.08%	140
2021 Q3	$1.11M	Hold	6,766	–	–	0.1%	137
2021 Q2	$1.05M	Hold	6,766	–	–	0.09%	140
2021 Q1	$1.03M	Hold	6,766	–	–	0.1%	133
2020 Q4	$860K	Sell	6,766 -416	-6%	-$46.5K	0.08%	152
2020 Q3	$691K	Sell	7,182 -53	-0.7%	-$5.21K	0.05%	154
2020 Q2	$680K	Sell	7,235 -1,009	-12%	-$95.7K	0.06%	151
2020 Q1	$742K	Sell	8,244 -717	-8%	-$87.1K	0.08%	133
2019 Q4	$1.25M	Sell	8,961 -742	-8%	-$95.2K	0.09%	122
2019 Q3	$1.14M	Hold	9,703	–	–	0.09%	125
2019 Q2	$1.08M	Sell	9,703 -36	-0.4%	-$3.97K	0.08%	125
2019 Q1	$986K	Hold	9,739	–	–	0.06%	142
2018 Q4	$951K	Hold	9,739	–	–	0.07%	141
2018 Q3	$1.1M	Buy	9,739 +1,053	+12%	+$120K	0.06%	136
2018 Q2	$905K	Hold	8,686	–	–	0.05%	134
2018 Q1	$955K	Sell	8,686 -88	-1%	-$9.96K	0.05%	140
2017 Q4	$938K	Hold	8,774	–	–	0.04%	140
2017 Q3	$838K	Buy	8,774 +4,539	+107%	+$419K	0.03%	136
2017 Q2	$387K	Buy	4,235 +1,227	+41%	+$106K	0.01%	142
2017 Q1	$264K	Sell	3,008 -1,227	-29%	-$108K	0.01%	140
2016 Q4	$365K	Buy	4,235 +6	+0.1%	+$458	0.01%	136
2016 Q3	$282K	Buy	4,229 +5	+0.1%	+$326	0.01%	134
2016 Q2	$262K	Sell	4,224 -10	-0.2%	-$625	0.01%	133
2016 Q1	$251K	Sell	4,234 -83	-2%	-$4.85K	0.01%	131
2015 Q4	$285K	Hold	4,317	–	–	0.01%	135
2015 Q3	$263K	Buy	4,317 +7	+0.2%	+$458	0.01%	137
2015 Q2	$292K	Buy	4,310 +13	+0.3%	+$849	0.01%	135
2015 Q1	$260K	Buy	4,297 +17	+0.4%	+$1.01K	0.01%	138
2014 Q4	$268K	Sell	4,280 -29	-0.7%	-$1.75K	0.01%	137
2014 Q3	$260K	Hold	4,309	–	–	0.01%	134
2014 Q2	$248K	Hold	4,309	–	–	0.01%	136
2014 Q1	$262K	Hold	4,309	–	–	0.01%	134
2013 Q4	$252K	Buy	4,309 +22	+0.5%	+$1.21K	0.01%	127
2013 Q3	$222K	Buy	4,287 +227	+6%	+$12.2K	0.01%	126
2013 Q2	$214K	Buy	+4,060	New	+$206K	0.01%	124

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 Ridge Investments's JPM Position: Q2 2026 in Review

Oak Ridge Investments reduced its JPMorgan Chase (JPM) stake by 20% in Q2 2026, selling an estimated $78.6K and leaving 1,010 shares worth $331K. The position accounts for 0.02% of the portfolio, ranked #158.

Oak Ridge Investments first reported a position in JPM in Q2 2013 and has held it in 50 quarters since. The position peaked at $1.25M in Q4 2019. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oak Ridge Investments held 1,010 shares of JPMorgan Chase worth $331K as of Q2 2026.
Oak Ridge Investments sold 253 JPMorgan Chase shares in Q2 2026, an estimated $78.6K.
JPMorgan Chase made up 0.02% of Oak Ridge Investments's portfolio in Q2 2026, its #158 holding.
Oak Ridge Investments first reported a position in JPMorgan Chase in Q2 2013 and has held it in 50 quarters since.
Oak Ridge Investments's JPMorgan Chase position peaked at $1.25M in Q4 2019.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Ridge Investments's 13F filing for Q2 2026, filed 21 Jul 2026.