Oxford Asset Management’s JPMorgan Chase JPM Stock Holding History

Oxford Asset Management’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	$531K	Buy	+1,623	New	+$504K	0.26%	105
2025 Q3	–	Sell	-2,770	Closed	-$803K	–	603
2025 Q2	$803K	Buy	+2,770	New	+$707K	0.26%	92
2020 Q1	–	Sell	-22,981	Closed	-$3.2M	–	763
2019 Q4	$3.2M	Buy	+22,981	New	+$2.95M	0.09%	232
2019 Q3	–	Sell	-22,322	Closed	-$2.5M	–	1839
2019 Q2	$2.5M	Buy	22,322 +19,067	+586%	+$2.1M	0.05%	546
2019 Q1	$330K	Buy	3,255 +90	+3%	+$9.27K	0.01%	1385
2018 Q4	$309K	Buy	+3,165	New	+$337K	0.01%	1390
2018 Q3	–	Sell	-8,838	Closed	-$931K	–	1817
2018 Q2	$931K	Buy	+8,838	New	+$970K	0.02%	1076
2017 Q3	–	Sell	-17,127	Closed	-$1.56M	–	1615
2017 Q2	$1.56M	Buy	+17,127	New	+$1.48M	0.03%	724

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oxford Asset Management's JPM Position: Q2 2026 in Review

Oxford Asset Management opened a new position in JPMorgan Chase (JPM) in Q2 2026: 1,623 shares worth $531K. The stake represents 0.26% of the portfolio and ranks #105 among its holdings. This is a return to the name: Oxford Asset Management previously reported a position in JPM as recently as Q2 2025.

Oxford Asset Management first reported a position in JPM in Q2 2017 and has held it in 8 quarters since. The position peaked at $3.2M in Q4 2019. 5,152 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oxford Asset Management held 1,623 shares of JPMorgan Chase worth $531K as of Q2 2026.
JPMorgan Chase was a new Oxford Asset Management position in Q2 2026.
JPMorgan Chase made up 0.26% of Oxford Asset Management's portfolio in Q2 2026, its #105 holding.
Oxford Asset Management first reported a position in JPMorgan Chase in Q2 2017 and has held it in 8 quarters since.
Oxford Asset Management's JPMorgan Chase position peaked at $3.2M in Q4 2019.
5,152 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oxford Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.