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

Oak 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
2026
Q3 		$367K Buy
1,110
+459
+71% +$161K 0.16% 59
2026
Q2 		$213K Buy
+651
New +$202K 0.1% 66
2025
Q1 		– Sell
-990
Closed -$237K – 56
2024
Q4 		$237K Buy
+990
New +$231K 0.18% 55

Other funds holding JPM

State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $704B AUM 26.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $474B AUM 32.39% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Oak Wealth Advisors's JPM Position: Q3 2026 in Review

Oak Wealth Advisors increased its JPMorgan Chase (JPM) stake by 71% in Q3 2026, buying an estimated $161K and bringing the position to 1,110 shares worth $367K. The position accounts for 0.16% of the portfolio, ranked #59.

Oak Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 3 quarters since. 4,147 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Oak Wealth Advisors held 1,110 shares of JPMorgan Chase worth $367K as of Q3 2026.
  • Oak Wealth Advisors bought 459 JPMorgan Chase shares in Q3 2026, an estimated $161K.
  • JPMorgan Chase made up 0.16% of Oak Wealth Advisors's portfolio in Q3 2026, its #59 holding.
  • Oak Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 3 quarters since.
  • 4,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Oak Wealth Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.