Oppenheimer Asset Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $128M | Sell |
435,040
-1,341
| -0.3% | -$407K | 1.46% | 7 |
|
|
2025
Q4 | $141M | Sell |
436,381
-23,751
| -5% | -$7.35M | 1.73% | 5 |
|
|
2025
Q3 | $145M | Sell |
460,132
-6,201
| -1% | -$1.84M | 1.6% | 5 |
|
|
2025
Q2 | $135M | Sell |
466,333
-1,180
| -0.3% | -$301K | 1.55% | 6 |
|
|
2025
Q1 | $115M | Sell |
467,513
-129,431
| -22% | -$33M | 1.42% | 7 |
|
|
2024
Q4 | $143M | Sell |
596,944
-4,410
| -0.7% | -$1.03M | 1.74% | 4 |
|
|
2024
Q3 | $127M | Sell |
601,354
-11,033
| -2% | -$2.32M | 1.53% | 6 |
|
|
2024
Q2 | $124M | Buy |
612,387
+80,338
| +15% | +$15.7M | 1.58% | 4 |
|
|
2024
Q1 | $107M | Sell |
532,049
-141,177
| -21% | -$25.5M | 1.56% | 5 |
|
|
2023
Q4 | $115M | Buy |
673,226
+551
| +0.1% | +$83.5K | 1.59% | 4 |
|
|
2023
Q3 | $97.6M | Buy |
672,675
+6,312
| +0.9% | +$946K | 1.5% | 4 |
|
|
2023
Q2 | $96.9M | Sell |
666,363
-33,389
| -5% | -$4.59M | 1.43% | 5 |
|
|
2023
Q1 | $91.2M | Buy |
699,752
+16,026
| +2% | +$2.2M | 1.4% | 5 |
|
|
2022
Q4 | $91.7M | Buy |
683,726
+15,137
| +2% | +$1.92M | 1.48% | 4 |
|
|
2022
Q3 | $69.9M | Buy |
668,589
+39,311
| +6% | +$4.51M | 1.23% | 8 |
|
|
2022
Q2 | $70.9M | Sell |
629,278
-8,208
| -1% | -$1.02M | 1.19% | 7 |
|
|
2022
Q1 | $86.9M | Sell |
637,486
-25,088
| -4% | -$3.7M | 1.23% | 7 |
|
|
2021
Q4 | $105M | Sell |
662,574
-6,165
| -0.9% | -$1.01M | 1.39% | 4 |
|
|
2021
Q3 | $109M | Sell |
668,739
-1,091
| -0.2% | -$171K | 1.56% | 4 |
|
|
2021
Q2 | $104M | Buy |
669,830
+2,182
| +0.3% | +$343K | 1.48% | 4 |
|
|
2021
Q1 | $102M | Sell |
667,648
-2,676
| -0.4% | -$385K | 1.58% | 3 |
|
|
2020
Q4 | $85.2M | Buy |
670,324
+3,021
| +0.5% | +$338K | 1.42% | 3 |
|
|
2020
Q3 | $64.2M | Sell |
667,303
-11,628
| -2% | -$1.14M | 1.25% | 7 |
|
|
2020
Q2 | $63.9M | Sell |
678,931
-13,876
| -2% | -$1.32M | 1.32% | 4 |
|
|
2020
Q1 | $62.4M | Buy |
692,807
+59,178
| +9% | +$7.19M | 1.53% | 3 |
|
|
2019
Q4 | $88.3M | Sell |
633,629
-112
| -0% | -$14.4K | 1.87% | 4 |
|
|
2019
Q3 | $74.6M | Buy |
633,741
+867
| +0.1% | +$98.1K | 1.66% | 4 |
|
|
2019
Q2 | $70.8M | Sell |
632,874
-8,368
| -1% | -$923K | 1.56% | 4 |
|
|
2019
Q1 | $64.9M | Sell |
641,242
-12,627
| -2% | -$1.3M | 1.46% | 5 |
|
|
2018
Q4 | $63.8M | Buy |
653,869
+31,741
| +5% | +$3.38M | 1.58% | 3 |
|
|
2018
Q3 | $70.2M | Sell |
622,128
-11,643
| -2% | -$1.32M | 1.56% | 3 |
|
|
2018
Q2 | $66M | Sell |
633,771
-15,682
| -2% | -$1.72M | 1.62% | 2 |
|
|
2018
Q1 | $71.4M | Sell |
649,453
-42,829
| -6% | -$4.85M | 1.79% | 2 |
|
|
2017
Q4 | $66.1M | Hold |
692,282
| – | – | 1.75% | 3 |
|
|
2017
Q3 | $66.1M | Sell |
692,282
-41,441
| -6% | -$3.82M | 1.72% | 3 |
|
|
2017
Q2 | $67.1M | Buy |
733,723
+12,755
| +2% | +$1.1M | 1.85% | 3 |
|
|
2017
Q1 | $63.3M | Buy |
+720,968
| New | +$63.6M | 1.8% | 3 |
|
Other funds holding JPM
VCM
VPM
Oppenheimer Asset Management's JPM Position: Q1 2026 in Review
Oppenheimer Asset Management reduced its JPMorgan Chase (JPM) stake by 0.31% in Q1 2026, selling an estimated $407K and leaving 435,040 shares worth $128M. The position accounts for 1.46% of the portfolio, ranked #7.
Oppenheimer Asset Management first reported a position in JPM in Q1 2017 and has held it in 37 quarters since. The position peaked at $145M in Q3 2025. 5,053 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Oppenheimer Asset Management held 435,040 shares of JPMorgan Chase worth $128M as of Q1 2026.
- Oppenheimer Asset Management sold 1,341 JPMorgan Chase shares in Q1 2026, an estimated $407K.
- JPMorgan Chase made up 1.46% of Oppenheimer Asset Management's portfolio in Q1 2026, its #7 holding.
- Oppenheimer Asset Management first reported a position in JPMorgan Chase in Q1 2017 and has held it in 37 quarters since.
- Oppenheimer Asset Management's JPMorgan Chase position peaked at $145M in Q3 2025.
- 5,053 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Oppenheimer Asset Management's 13F filing for Q1 2026, filed 24 Apr 2026.