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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
Q2 		$3.3M Buy
10,080
+92
+0.9% +$28.6K 2.22% 11
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 $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

Oder Investment Management's JPM Position: Q2 2026 in Review

Oder Investment Management increased its JPMorgan Chase (JPM) stake by 0.92% in Q2 2026, buying an estimated $28.6K and bringing the position to 10,080 shares worth $3.3M. The position accounts for 2.22% of the portfolio, ranked #11.

Oder Investment Management first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oder Investment Management held 10,080 shares of JPMorgan Chase worth $3.3M as of Q2 2026.
  • Oder Investment Management bought 92 JPMorgan Chase shares in Q2 2026, an estimated $28.6K.
  • JPMorgan Chase made up 2.22% of Oder Investment Management's portfolio in Q2 2026, its #11 holding.
  • Oder Investment Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oder Investment Management's 13F filing for Q2 2026, filed 11 Aug 2026.