Oceanside Advisors’s JPMorgan Chase JPM Stock Holding History

Oceanside 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	$720K	Hold	2,176	–	–	0.44%	29
2026 Q2	$712K	Hold	2,176	–	–	0.36%	31
2026 Q1	$640K	Buy	2,176 +91	+4%	+$27.6K	0.37%	28
2025 Q4	$672K	Hold	2,085	–	–	0.41%	28
2025 Q3	$658K	Sell	2,085 -160	-7%	-$47.6K	0.41%	28
2025 Q2	$651K	Hold	2,245	–	–	0.44%	28
2025 Q1	$551K	Buy	2,245 +75	+3%	+$19.1K	0.4%	27
2024 Q4	$520K	Buy	2,170 +190	+10%	+$44.3K	0.39%	29
2024 Q3	$418K	Hold	1,980	–	–	0.31%	33
2024 Q2	$400K	Buy	1,980 +520	+36%	+$102K	0.32%	32
2024 Q1	$292K	Buy	+1,460	New	+$263K	0.24%	36

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Oceanside Advisors's JPM Position: Q3 2026 in Review

Oceanside Advisors held its JPMorgan Chase (JPM) position steady in Q3 2026 at 2,176 shares worth $720K. The position accounts for 0.44% of the portfolio, ranked #29.

Oceanside Advisors first reported a position in JPM in Q1 2024 and has held it in 11 quarters since. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Oceanside Advisors held 2,176 shares of JPMorgan Chase worth $720K as of Q3 2026.
Oceanside Advisors left its JPMorgan Chase share count unchanged in Q3 2026.
JPMorgan Chase made up 0.44% of Oceanside Advisors's portfolio in Q3 2026, its #29 holding.
Oceanside Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 11 quarters since.
3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Oceanside Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.