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Oliver Luxxe Assets’s JPMorgan Chase JPM Stock Holding History

Oliver Luxxe Assets’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 		$1.73M Sell
5,272
-2
-0% -$621 0.25% 118
2026
Q1 		$1.55M Sell
5,274
-126
-2% -$38.2K 0.23% 139
2025
Q4 		$1.74M Sell
5,400
-226
-4% -$70K 0.26% 128
2025
Q3 		$1.77M Buy
5,626
+76
+1% +$22.6K 0.28% 124
2025
Q2 		$1.61M Buy
5,550
+139
+3% +$35.5K 0.29% 114
2025
Q1 		$1.33M Sell
5,411
-5,531
-51% -$1.41M 0.25% 127
2024
Q4 		$2.46M Buy
10,942
+5,446
+99% +$1.27M 0.22% 129
2024
Q3 		$1.16M Sell
5,496
-52
-0.9% -$11K 0.21% 136
2024
Q2 		$1.12M Buy
5,548
+202
+4% +$39.5K 0.24% 103
2024
Q1 		$1.07M Sell
5,346
-302
-5% -$54.5K 0.22% 112
2023
Q4 		$961K Sell
5,648
-23
-0.4% -$3.49K 0.23% 104
2023
Q3 		$822K Sell
5,671
-111
-2% -$16.6K 0.21% 106
2023
Q2 		$841K Sell
5,782
-10
-0.2% -$1.38K 0.21% 107
2023
Q1 		$755K Sell
5,792
-4
-0.1% -$548 0.2% 107
2022
Q4 		$777K Sell
5,796
-405
-7% -$51.3K 0.22% 102
2022
Q3 		$648K Sell
6,201
-74
-1% -$8.49K 0.2% 102
2022
Q2 		$707K Sell
6,275
-32,584
-84% -$4.04M 0.21% 104
2022
Q1 		$5.3M Buy
38,859
+1,243
+3% +$183K 1.34% 12
2021
Q4 		$5.96M Sell
37,616
-69
-0.2% -$11.3K 1.51% 9
2021
Q3 		$6.17M Buy
37,685
+1,531
+4% +$240K 1.7% 6
2021
Q2 		$5.62M Sell
36,154
-78
-0.2% -$12.3K 1.54% 6
2021
Q1 		$5.52M Buy
36,232
+105
+0.3% +$15.1K 1.65% 5
2020
Q4 		$4.99M Buy
36,127
+209
+0.6% +$23.4K 1.56% 7
2020
Q3 		$3.46M Buy
35,918
+4,264
+13% +$419K 1.29% 19
2020
Q2 		$2.98M Buy
31,654
+2,439
+8% +$231K 1.57% 20
2020
Q1 		$2.75M Buy
29,215
+1,218
+4% +$148K 1.73% 17
2019
Q4 		$3.9M Sell
27,997
-1,585
-5% -$203K 2.04% 8
2019
Q3 		$3.32M Buy
29,582
+80
+0.3% +$9.05K 1.93% 12
2019
Q2 		$3.33M Sell
29,502
-32
-0.1% -$3.53K 1.85% 12
2019
Q1 		$2.99M Buy
29,534
+119
+0.4% +$12.3K 1.73% 19
2018
Q4 		$2.87M Buy
29,415
+24,947
+558% +$2.66M 1.94% 19
2018
Q3 		$512K Sell
4,468
-841
-16% -$95.5K 0.29% 77
2018
Q2 		$584K Hold
5,309
– – 0.37% 60
2018
Q1 		$584K Sell
5,309
-74
-1% -$8.38K 0.36% 63
2017
Q4 		$576K Sell
5,383
-2,245
-29% -$227K 0.35% 58
2017
Q3 		$729K Sell
7,628
-824
-10% -$76K 0.46% 54
2017
Q2 		$773K Buy
8,452
+141
+2% +$12.2K 0.5% 53
2017
Q1 		$730K Buy
8,311
+498
+6% +$43.9K 0.49% 59
2016
Q4 		$674K Sell
7,813
-97
-1% -$7.4K 0.47% 59
2016
Q3 		$527K Buy
7,910
+259
+3% +$16.9K 0.41% 63
2016
Q2 		$475K Buy
+7,651
New +$478K 0.4% 63
2016
Q1 		– Sell
-8,178
Closed -$481K – 86
2015
Q4 		$481K Buy
+8,178
New +$533K 0.43% 66

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
CRM
Cardano Risk Management Rotterdam, Netherlands $13B AUM 49.44% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
SP
Sarasin & Partners London, United Kingdom $8.54B AUM 9.6% 1-Year Est. Return
COPPSERS
Commonwealth of Pennsylvania Public School Employees Retirement System Harrisburg, Pennsylvania $20.6B AUM 37.37% 1-Year Est. Return
DLA
Douglas Lane & Associates New York $7.37B AUM 21.9% 1-Year Est. Return

Oliver Luxxe Assets's JPM Position: Q2 2026 in Review

Oliver Luxxe Assets reduced its JPMorgan Chase (JPM) stake by 0.04% in Q2 2026, selling an estimated $621 and leaving 5,272 shares worth $1.73M. The position accounts for 0.25% of the portfolio, ranked #118.

Oliver Luxxe Assets first reported a position in JPM in Q4 2015 and has held it in 42 quarters since. The position peaked at $6.17M in Q3 2021. 976 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oliver Luxxe Assets held 5,272 shares of JPMorgan Chase worth $1.73M as of Q2 2026.
  • Oliver Luxxe Assets sold 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.25% of Oliver Luxxe Assets's portfolio in Q2 2026, its #118 holding.
  • Oliver Luxxe Assets first reported a position in JPMorgan Chase in Q4 2015 and has held it in 42 quarters since.
  • Oliver Luxxe Assets's JPMorgan Chase position peaked at $6.17M in Q3 2021.
  • 976 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oliver Luxxe Assets's 13F filing for Q2 2026, filed 9 Jul 2026.