OMC Financial Services’s JPMorgan Chase JPM Stock Holding History

OMC 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
2026 Q2	$3.75M	Buy	11,450 +15	+0.1%	+$4.66K	1.24%	21
2026 Q1	$3.36M	Buy	11,435 +1,035	+10%	+$314K	1.3%	23
2025 Q4	$3.35M	Sell	10,400 -35	-0.3%	-$10.8K	1.25%	22
2025 Q3	$3.29M	Sell	10,435 -10	-0.1%	-$2.97K	1.22%	21
2025 Q2	$3.03M	Sell	10,445 -15	-0.1%	-$3.83K	1.24%	22
2025 Q1	$2.57M	Buy	10,460 +2,620	+33%	+$668K	1.15%	21
2024 Q4	$1.88M	Buy	7,840 +2,035	+35%	+$474K	0.8%	29
2024 Q3	$1.17M	Hold	5,805	–	–	0.55%	31
2024 Q2	$1.17M	Buy	5,805 +2,945	+103%	+$576K	0.55%	32
2024 Q1	$573K	Buy	+2,860	New	+$516K	0.29%	43

Other funds holding JPM

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return

OMC Financial Services's JPM Position: Q2 2026 in Review

OMC Financial Services increased its JPMorgan Chase (JPM) stake by 0.13% in Q2 2026, buying an estimated $4.66K and bringing the position to 11,450 shares worth $3.75M. The position accounts for 1.24% of the portfolio, ranked #21.

OMC Financial Services first reported a position in JPM in Q1 2024 and has held it in 10 quarters since. 3,239 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OMC Financial Services held 11,450 shares of JPMorgan Chase worth $3.75M as of Q2 2026.
OMC Financial Services bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
JPMorgan Chase made up 1.24% of OMC Financial Services's portfolio in Q2 2026, its #21 holding.
OMC Financial Services first reported a position in JPMorgan Chase in Q1 2024 and has held it in 10 quarters since.
3,239 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on OMC Financial Services's 13F filing for Q2 2026, filed 6 Aug 2026.