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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
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

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
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

Oasis Advisors's JPM Position: Q2 2026 in Review

Oasis Advisors sold out of JPMorgan Chase (JPM) in Q2 2026, closing a stake of 19,779 shares — an estimated $5.82M sold.

Oasis Advisors first reported a position in JPM in Q4 2025 and held it in 2 quarters. The position peaked at $5.82M in Q1 2026. 2,417 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oasis Advisors reported no remaining JPMorgan Chase position as of Q2 2026 after selling out during the quarter.
  • Oasis Advisors sold 19,779 JPMorgan Chase shares in Q2 2026, an estimated $5.82M.
  • Oasis Advisors first reported a position in JPMorgan Chase in Q4 2025 and held it in 2 quarters.
  • Oasis Advisors's JPMorgan Chase position peaked at $5.82M in Q1 2026.
  • 2,417 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oasis Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.