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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
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

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return

Oak Wealth Advisors's JPM Position: Q2 2026 in Review

Oak Wealth Advisors opened a new position in JPMorgan Chase (JPM) in Q2 2026: 651 shares worth $213K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings. This is a return to the name: Oak Wealth Advisors previously reported a position in JPM as recently as Q4 2024.

Oak Wealth Advisors first reported a position in JPM in Q4 2024 and has held it in 2 quarters since. The position peaked at $237K in Q4 2024. 2,283 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oak Wealth Advisors held 651 shares of JPMorgan Chase worth $213K as of Q2 2026.
  • JPMorgan Chase was a new Oak Wealth Advisors position in Q2 2026.
  • JPMorgan Chase made up 0.1% of Oak Wealth Advisors's portfolio in Q2 2026, its #66 holding.
  • Oak Wealth Advisors first reported a position in JPMorgan Chase in Q4 2024 and has held it in 2 quarters since.
  • Oak Wealth Advisors's JPMorgan Chase position peaked at $237K in Q4 2024.
  • 2,283 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oak Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.