Oxbow Advisors’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
Q2 | $729K | Buy |
2,226
+1,224
| +122% | +$380K | 0.06% | 158 |
|
|
2026
Q1 | $295K | Sell |
1,002
-415
| -29% | -$126K | 0.03% | 206 |
|
|
2025
Q4 | $457K | Sell |
1,417
-14
| -1% | -$4.33K | 0.04% | 179 |
|
|
2025
Q3 | $451K | Sell |
1,431
-254
| -15% | -$75.5K | 0.04% | 163 |
|
|
2025
Q2 | $489K | Sell |
1,685
-293
| -15% | -$74.8K | 0.05% | 141 |
|
|
2025
Q1 | $485K | Sell |
1,978
-27
| -1% | -$6.88K | 0.05% | 137 |
|
|
2024
Q4 | $481K | Sell |
2,005
-144
| -7% | -$33.5K | 0.06% | 141 |
|
|
2024
Q3 | $453K | Buy |
2,149
+70
| +3% | +$14.7K | 0.05% | 143 |
|
|
2024
Q2 | $420K | Buy |
2,079
+100
| +5% | +$19.6K | 0.05% | 155 |
|
|
2024
Q1 | $396K | Buy |
1,979
+679
| +52% | +$123K | 0.05% | 147 |
|
|
2023
Q4 | $221K | Buy |
+1,300
| New | +$197K | 0.03% | 189 |
|
|
2022
Q1 | – | Sell |
-3,564
| Closed | -$564K | – | 274 |
|
|
2021
Q4 | $564K | Sell |
3,564
-120
| -3% | -$19.7K | 0.05% | 177 |
|
|
2021
Q3 | $603K | Buy |
3,684
+1,102
| +43% | +$173K | 0.06% | 181 |
|
|
2021
Q2 | $402K | Buy |
2,582
+39
| +2% | +$6.13K | 0.04% | 216 |
|
|
2021
Q1 | $387K | Buy |
2,543
+491
| +24% | +$70.6K | 0.05% | 217 |
|
|
2020
Q4 | $261K | Sell |
2,052
-1,030
| -33% | -$115K | 0.03% | 223 |
|
|
2020
Q3 | $297K | Sell |
3,082
-2,682
| -47% | -$263K | 0.04% | 219 |
|
|
2020
Q2 | $542K | Sell |
5,764
-1,783
| -24% | -$169K | 0.08% | 172 |
|
|
2020
Q1 | $679K | Sell |
7,547
-5,859
| -44% | -$712K | 0.11% | 150 |
|
|
2019
Q4 | $1.87M | Buy |
13,406
+1,385
| +12% | +$178K | 0.22% | 100 |
|
|
2019
Q3 | $1.42M | Sell |
12,021
-13,945
| -54% | -$1.58M | 0.19% | 114 |
|
|
2019
Q2 | $2.9M | Buy |
25,966
+760
| +3% | +$83.8K | 0.35% | 73 |
|
|
2019
Q1 | $2.55M | Sell |
25,206
-4,114
| -14% | -$424K | 0.31% | 78 |
|
|
2018
Q4 | $2.86M | Sell |
29,320
-10,997
| -27% | -$1.17M | 0.38% | 57 |
|
|
2018
Q3 | $4.55M | Sell |
40,317
-7
| -0% | -$795 | 0.55% | 53 |
|
|
2018
Q2 | $4.2M | Buy |
40,324
+1,855
| +5% | +$203K | 0.53% | 55 |
|
|
2018
Q1 | $4.23M | Buy |
38,469
+1,194
| +3% | +$135K | 0.86% | 35 |
|
|
2017
Q4 | $3.99M | Buy |
37,275
+197
| +0.5% | +$19.9K | 0.75% | 41 |
|
|
2017
Q3 | $3.54M | Sell |
37,078
-1,847
| -5% | -$170K | 0.67% | 45 |
|
|
2017
Q2 | $3.56M | Sell |
38,925
-240
| -0.6% | -$20.7K | 0.63% | 55 |
|
|
2017
Q1 | $3.44M | Buy |
+39,165
| New | +$3.46M | 0.56% | 58 |
|
|
2016
Q2 | – | Sell |
-78,388
| Closed | -$4.64M | – | 262 |
|
|
2016
Q1 | $4.64M | Sell |
78,388
-4,087
| -5% | -$239K | 0.66% | 43 |
|
|
2015
Q4 | $5.45M | Buy |
82,475
+2,775
| +3% | +$181K | 0.68% | 43 |
|
|
2015
Q3 | $4.86M | Buy |
79,700
+4,185
| +6% | +$274K | 0.8% | 31 |
|
|
2015
Q2 | $5.12M | Buy |
+75,515
| New | +$4.93M | 0.66% | 40 |
|
|
2015
Q1 | – | Sell |
-3,381
| Closed | -$212K | – | 213 |
|
|
2014
Q4 | $212K | Buy |
+3,381
| New | +$203K | 0.03% | 187 |
|
Other funds holding JPM
Oxbow Advisors's JPM Position: Q2 2026 in Review
Oxbow Advisors increased its JPMorgan Chase (JPM) stake by 122% in Q2 2026, buying an estimated $380K and bringing the position to 2,226 shares worth $729K. The position accounts for 0.06% of the portfolio, ranked #158.
Oxbow Advisors first reported a position in JPM in Q4 2014 and has held it in 36 quarters since. The position peaked at $5.45M in Q4 2015. 5,117 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Oxbow Advisors held 2,226 shares of JPMorgan Chase worth $729K as of Q2 2026.
- Oxbow Advisors bought 1,224 JPMorgan Chase shares in Q2 2026, an estimated $380K.
- JPMorgan Chase made up 0.06% of Oxbow Advisors's portfolio in Q2 2026, its #158 holding.
- Oxbow Advisors first reported a position in JPMorgan Chase in Q4 2014 and has held it in 36 quarters since.
- Oxbow Advisors's JPMorgan Chase position peaked at $5.45M in Q4 2015.
- 5,117 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Oxbow Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.