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Oder Investment Management’s JPMorgan Chase JPM Stock Holding History

Oder Investment 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
Q1 		$2.94M Buy
9,988
+2
+0% +$607 2.26% 12
2025
Q4 		$3.22M Sell
9,986
-375
-4% -$116K 2.33% 11
2025
Q3 		$3.27M Sell
10,361
-368
-3% -$109K 2.35% 12
2025
Q2 		$3.11M Sell
10,729
-67
-0.6% -$17.1K 2.35% 13
2025
Q1 		$2.65M Buy
10,796
+246
+2% +$62.7K 2.25% 13
2024
Q4 		$2.53M Sell
10,550
-211
-2% -$49.1K 2.11% 13
2024
Q3 		$2.27M Sell
10,761
-47
-0.4% -$9.9K 1.95% 14
2024
Q2 		$2.19M Sell
10,808
-76
-0.7% -$14.9K 1.98% 12
2024
Q1 		$2.18M Sell
10,884
-1,047
-9% -$189K 2.03% 13
2023
Q4 		$2.03M Sell
11,931
-218
-2% -$33K 2.01% 13
2023
Q3 		$1.76M Sell
12,149
-103
-0.8% -$15.4K 1.91% 14
2023
Q2 		$1.78M Sell
12,252
-137
-1% -$18.8K 1.95% 13
2023
Q1 		$1.61M Sell
12,389
-1,088
-8% -$149K 1.89% 14
2022
Q4 		$1.81M Sell
13,477
-374
-3% -$47.4K 2.25% 13
2022
Q3 		$1.45M Buy
13,851
+947
+7% +$109K 1.7% 19
2022
Q2 		$1.45M Buy
12,904
+781
+6% +$96.8K 1.79% 19
2022
Q1 		$1.65M Buy
12,123
+1,805
+17% +$266K 1.88% 17
2021
Q4 		$1.63M Buy
10,318
+344
+3% +$56.5K 2.3% 12
2021
Q3 		$1.63M Sell
9,974
-22
-0.2% -$3.45K 2.39% 13
2021
Q2 		$1.55M Sell
9,996
-159
-2% -$25K 2.03% 15
2021
Q1 		$1.55M Sell
10,155
-3,131
-24% -$450K 2.11% 14
2020
Q4 		$1.69M Buy
+13,286
New +$1.49M 1.66% 19

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oder Investment Management's JPM Position: Q1 2026 in Review

Oder Investment Management increased its JPMorgan Chase (JPM) stake by 0.02% in Q1 2026, buying an estimated $607 and bringing the position to 9,988 shares worth $2.94M. The position accounts for 2.26% of the portfolio, ranked #12.

Oder Investment Management first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $3.27M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Oder Investment Management held 9,988 shares of JPMorgan Chase worth $2.94M as of Q1 2026.
  • Oder Investment Management bought 2 JPMorgan Chase shares in Q1 2026, an estimated $607.
  • JPMorgan Chase made up 2.26% of Oder Investment Management's portfolio in Q1 2026, its #12 holding.
  • Oder Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Oder Investment Management's JPMorgan Chase position peaked at $3.27M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oder Investment Management's 13F filing for Q1 2026, filed 5 May 2026.