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O'Connor Financial Group’s JPMorgan Chase JPM Stock Holding History

O'Connor Financial Group’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 		$404K Buy
1,235
+71
+6% +$22K 0.14% 50
2026
Q1 		$342K Buy
1,164
+25
+2% +$7.59K 0.14% 49
2025
Q4 		$339K Buy
1,139
+10
+0.9% +$3.1K 0.14% 50
2025
Q3 		$356K Buy
1,129
+19
+2% +$5.65K 0.15% 49
2025
Q2 		$329K Buy
1,110
+42
+4% +$10.7K 0.14% 46
2025
Q1 		$262K Buy
1,068
+5
+0.5% +$1.27K 0.14% 46
2024
Q4 		$255K Hold
1,063
– – 0.13% 49
2024
Q3 		$224K Buy
1,063
+10
+0.9% +$2.11K 0.12% 52
2024
Q2 		$213K Buy
1,053
+11
+1% +$2.15K 0.12% 48
2024
Q1 		$209K Buy
+1,042
New +$188K 0.12% 43

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

O'Connor Financial Group's JPM Position: Q2 2026 in Review

O'Connor Financial Group increased its JPMorgan Chase (JPM) stake by 6.1% in Q2 2026, buying an estimated $22K and bringing the position to 1,235 shares worth $404K. The position accounts for 0.14% of the portfolio, ranked #50.

O'Connor Financial Group first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • O'Connor Financial Group held 1,235 shares of JPMorgan Chase worth $404K as of Q2 2026.
  • O'Connor Financial Group bought 71 JPMorgan Chase shares in Q2 2026, an estimated $22K.
  • JPMorgan Chase made up 0.14% of O'Connor Financial Group's portfolio in Q2 2026, its #50 holding.
  • O'Connor Financial Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
  • 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on O'Connor Financial Group's 13F filing for Q2 2026, filed 17 Jul 2026.