Oasis Advisors
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Oasis Advisors’s JPMorgan Chase JPM Stock Holding History

Oasis 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 		$491K Buy
+1,484
New +$519K 0.21% 51
2026
Q2 		– Sell
-19,779
Closed -$5.82M – 139
2026
Q1 		$5.82M Buy
19,779
+18,829
+1,982% +$5.71M 1.14% 22
2025
Q4 		$306K Buy
+950
New +$294K 0.16% 58

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 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
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Oasis Advisors's JPM Position: Q3 2026 in Review

Oasis Advisors opened a new position in JPMorgan Chase (JPM) in Q3 2026: 1,484 shares worth $491K. The stake represents 0.21% of the portfolio and ranks #51 among its holdings. This is a return to the name: Oasis Advisors previously reported a position in JPM as recently as Q1 2026.

Oasis Advisors first reported a position in JPM in Q4 2025 and has held it in 3 quarters since. The position peaked at $5.82M in Q1 2026. 3,276 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Oasis Advisors held 1,484 shares of JPMorgan Chase worth $491K as of Q3 2026.
  • JPMorgan Chase was a new Oasis Advisors position in Q3 2026.
  • JPMorgan Chase made up 0.21% of Oasis Advisors's portfolio in Q3 2026, its #51 holding.
  • Oasis Advisors first reported a position in JPMorgan Chase in Q4 2025 and has held it in 3 quarters since.
  • Oasis Advisors's JPMorgan Chase position peaked at $5.82M in Q1 2026.
  • 3,276 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Oasis Advisors's 13F filing for Q3 2026, filed 16 Oct 2026.