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Oakwell Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Oakwell Private Wealth Management’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
Q1 		$2.51M Buy
8,546
+547
+7% +$166K 0.45% 25
2025
Q4 		$2.58M Buy
7,999
+517
+7% +$160K 0.48% 25
2025
Q3 		$2.36M Buy
7,482
+20
+0.3% +$5.95K 0.47% 23
2025
Q2 		$2.16M Buy
7,462
+466
+7% +$119K 0.5% 20
2025
Q1 		$1.72M Buy
6,996
+523
+8% +$133K 0.47% 23
2024
Q4 		$1.55M Buy
6,473
+249
+4% +$58K 0.44% 26
2024
Q3 		$1.31M Sell
6,224
-120
-2% -$25.3K 0.38% 27
2024
Q2 		$1.28M Buy
6,344
+533
+9% +$104K 0.36% 30
2024
Q1 		$1.16M Buy
5,811
+481
+9% +$86.8K 0.35% 32
2023
Q4 		$907K Buy
5,330
+837
+19% +$127K 0.32% 33
2023
Q3 		$652K Buy
+4,493
New +$674K 0.28% 33

Other funds holding JPM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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