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
2025 Q3	–	Sell	-2,770	Closed	-$803K	–	599
2025 Q2	$803K	Buy	+2,770	New	+$707K	0.27%	91
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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Oxford Asset Management's JPM Position: Q3 2025 in Review

Oxford Asset Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 2,770 shares — an estimated $803K sold.

Oxford Asset Management first reported a position in JPM in Q2 2017 and held it in 7 quarters. The position peaked at $3.2M in Q4 2019. 4,751 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Oxford Asset Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Oxford Asset Management sold 2,770 JPMorgan Chase shares in Q3 2025, an estimated $803K.
Oxford Asset Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 7 quarters.
Oxford Asset Management's JPMorgan Chase position peaked at $3.2M in Q4 2019.
4,751 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Oxford Asset Management's 13F filing for Q3 2025, filed 14 Nov 2025.