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 Q2	$2.51M	Sell	7,670 -876	-10%	-$272K	0.42%	26
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 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

Oakwell Private Wealth Management's JPM Position: Q2 2026 in Review

Oakwell Private Wealth Management reduced its JPMorgan Chase (JPM) stake by 10% in Q2 2026, selling an estimated $272K and leaving 7,670 shares worth $2.51M. The position accounts for 0.42% of the portfolio, ranked #26.

Oakwell Private Wealth Management first reported a position in JPM in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.58M in Q4 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oakwell Private Wealth Management held 7,670 shares of JPMorgan Chase worth $2.51M as of Q2 2026.
Oakwell Private Wealth Management sold 876 JPMorgan Chase shares in Q2 2026, an estimated $272K.
JPMorgan Chase made up 0.42% of Oakwell Private Wealth Management's portfolio in Q2 2026, its #26 holding.
Oakwell Private Wealth Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 12 quarters since.
Oakwell Private Wealth Management's JPMorgan Chase position peaked at $2.58M in Q4 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oakwell Private Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.