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Okabena Investment Services’s JPMorgan Chase JPM Stock Holding History

Okabena Investment Services’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 		$4.92M Hold
15,027
– – 0.88% 29
2026
Q1 		$4.42M Sell
15,027
-2,329
-13% -$707K 0.85% 26
2025
Q4 		$5.59M Sell
17,356
-382
-2% -$118K 1.07% 25
2025
Q3 		$5.6M Buy
17,738
+2,724
+18% +$810K 1.09% 23
2025
Q2 		$4.35M Buy
15,014
+300
+2% +$76.6K 0.97% 24
2025
Q1 		$3.61M Buy
14,714
+3,442
+31% +$878K 0.91% 25
2024
Q4 		$2.7M Buy
11,272
+348
+3% +$81.1K 0.75% 24
2024
Q3 		$2.3M Buy
10,924
+358
+3% +$75.4K 0.65% 31
2024
Q2 		$2.14M Hold
10,566
– – 0.68% 30
2024
Q1 		$2.12M Sell
10,566
-345
-3% -$62.3K 0.71% 34
2023
Q4 		$1.86M Buy
10,911
+8,277
+314% +$1.25M 0.72% 37
2023
Q3 		$382K Hold
2,634
– – 0.3% 58
2023
Q2 		$383K Sell
2,634
-3,725
-59% -$512K 0.28% 57
2023
Q1 		$829K Sell
6,359
-600
-9% -$82.2K 0.58% 43
2022
Q4 		$933K Sell
6,959
-3,587
-34% -$454K 0.62% 48
2022
Q3 		$1.1M Buy
10,546
+3,725
+55% +$427K 0.53% 53
2022
Q2 		$768K Buy
6,821
+600
+10% +$74.3K 0.4% 59
2022
Q1 		$848K Hold
6,221
– – 0.36% 74
2021
Q4 		$985K Buy
6,221
+3,675
+144% +$604K 0.37% 67
2021
Q3 		$417K Hold
2,546
– – 0.22% 65
2021
Q2 		$396K Sell
2,546
-5,656
-69% -$888K 0.19% 62
2021
Q1 		$1.25M Sell
8,202
-683
-8% -$98.3K 0.67% 40
2020
Q4 		$1.13M Sell
8,885
-3,156
-26% -$353K 0.66% 41
2020
Q3 		$1.16M Buy
+12,041
New +$1.18M 0.89% 41

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

Okabena Investment Services's JPM Position: Q2 2026 in Review

Okabena Investment Services held its JPMorgan Chase (JPM) position steady in Q2 2026 at 15,027 shares worth $4.92M. The position accounts for 0.88% of the portfolio, ranked #29.

Okabena Investment Services first reported a position in JPM in Q3 2020 and has held it in 24 quarters since. The position peaked at $5.6M in Q3 2025. 4,169 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Okabena Investment Services held 15,027 shares of JPMorgan Chase worth $4.92M as of Q2 2026.
  • Okabena Investment Services left its JPMorgan Chase share count unchanged in Q2 2026.
  • JPMorgan Chase made up 0.88% of Okabena Investment Services's portfolio in Q2 2026, its #29 holding.
  • Okabena Investment Services first reported a position in JPMorgan Chase in Q3 2020 and has held it in 24 quarters since.
  • Okabena Investment Services's JPMorgan Chase position peaked at $5.6M in Q3 2025.
  • 4,169 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Okabena Investment Services's 13F filing for Q2 2026, filed 4 Aug 2026.