Oak Thistle LLC’s JPMorgan Chase JPM Stock Holding History

Oak Thistle LLC’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	$432K	Buy	+1,319	New	+$410K	0.04%	435
2026 Q1	–	Sell	-5,634	Closed	-$1.82M	–	556
2025 Q4	$1.82M	Buy	5,634 +4,366	+344%	+$1.35M	0.25%	138
2025 Q3	$400K	Buy	+1,268	New	+$377K	0.06%	401
2022 Q2	–	Sell	-3,219	Closed	-$438K	–	292
2022 Q1	$438K	Buy	+3,219	New	+$475K	0.23%	197

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 Thistle LLC's JPM Position: Q2 2026 in Review

Oak Thistle LLC opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,319 shares worth $432K. The stake represents 0.04% of the portfolio and ranks #435 among its holdings. This is a return to the name: Oak Thistle LLC previously reported a position in JPM as recently as Q4 2025.

Oak Thistle LLC first reported a position in JPM in Q1 2022 and has held it in 4 quarters since. The position peaked at $1.82M in Q4 2025. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oak Thistle LLC held 1,319 shares of JPMorgan Chase worth $432K as of Q2 2026.
JPMorgan Chase was a new Oak Thistle LLC position in Q2 2026.
JPMorgan Chase made up 0.04% of Oak Thistle LLC's portfolio in Q2 2026, its #435 holding.
Oak Thistle LLC first reported a position in JPMorgan Chase in Q1 2022 and has held it in 4 quarters since.
Oak Thistle LLC's JPMorgan Chase position peaked at $1.82M in Q4 2025.
5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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