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Oldfather Financial Services’s JPMorgan Chase JPM Stock Holding History

Oldfather Financial 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
2025
Q4 		$1.99M Buy
6,168
+784
+15% +$243K 0.59% 26
2025
Q3 		$1.7M Buy
5,384
+35
+0.7% +$10.4K 0.53% 28
2025
Q2 		$1.55M Buy
5,349
+8
+0.1% +$2.04K 0.53% 27
2025
Q1 		$1.31M Buy
5,341
+10
+0.2% +$2.55K 0.5% 28
2024
Q4 		$1.28M Buy
5,331
+5
+0.1% +$1.17K 0.49% 28
2024
Q3 		$1.12M Buy
5,326
+4
+0.1% +$843 0.43% 28
2024
Q2 		$1.08M Buy
5,322
+57
+1% +$11.1K 0.44% 29
2024
Q1 		$1.05M Sell
5,265
-515
-9% -$92.9K 0.43% 30
2023
Q4 		$983K Sell
5,780
-32
-0.6% -$4.85K 0.44% 30
2023
Q3 		$843K Sell
5,812
-210
-3% -$31.5K 0.43% 30
2023
Q2 		$876K Sell
6,022
-299
-5% -$41.1K 0.43% 31
2023
Q1 		$824K Buy
6,321
+2,805
+80% +$384K 0.43% 30
2022
Q4 		$471K Buy
3,516
+5
+0.1% +$634 0.27% 40
2022
Q3 		$367K Sell
3,511
-17
-0.5% -$1.95K 0.23% 46
2022
Q2 		$407K Buy
3,528
+6
+0.2% +$743 0.23% 43
2022
Q1 		$434K Buy
3,522
+71
+2% +$10.5K 0.24% 43
2021
Q4 		$535K Buy
3,451
+160
+5% +$26.3K 0.28% 40
2021
Q3 		$549K Buy
3,291
+4
+0.1% +$627 0.28% 42
2021
Q2 		$523K Sell
3,287
-2,014
-38% -$316K 0.29% 40
2021
Q1 		$822K Sell
5,301
-330
-6% -$47.5K 0.47% 29
2020
Q4 		$777K Sell
5,631
-253
-4% -$28.3K 0.46% 26
2020
Q3 		$590K Buy
5,884
+6
+0.1% +$589 0.42% 30
2020
Q2 		$570K Buy
5,878
+330
+6% +$31.3K 0.44% 29
2020
Q1 		$483K Buy
5,548
+10
+0.2% +$1.22K 0.46% 29
2019
Q4 		$743K Buy
+5,538
New +$710K 0.69% 23

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
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

Oldfather Financial Services's JPM Position: Q4 2025 in Review

Oldfather Financial Services increased its JPMorgan Chase (JPM) stake by 15% in Q4 2025, buying an estimated $243K and bringing the position to 6,168 shares worth $1.99M. The position accounts for 0.59% of the portfolio, ranked #26.

Oldfather Financial Services first reported a position in JPM in Q4 2019 and has held it in 25 quarters since. 5,121 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

  • Oldfather Financial Services held 6,168 shares of JPMorgan Chase worth $1.99M as of Q4 2025.
  • Oldfather Financial Services bought 784 JPMorgan Chase shares in Q4 2025, an estimated $243K.
  • JPMorgan Chase made up 0.59% of Oldfather Financial Services's portfolio in Q4 2025, its #26 holding.
  • Oldfather Financial Services first reported a position in JPMorgan Chase in Q4 2019 and has held it in 25 quarters since.
  • 5,121 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Oldfather Financial Services's 13F filing for Q4 2025, filed 16 Jan 2026.