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Oxford Financial Group’s JPMorgan Chase JPM Stock Holding History

Oxford Financial Group’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 		$10.4M Sell
31,778
-13,037
-29% -$4.05M 0.53% 26
2026
Q1 		$13.2M Buy
44,815
+4,204
+10% +$1.28M 0.71% 21
2025
Q4 		$13.1M Sell
40,611
-688
-2% -$213K 0.72% 21
2025
Q3 		$13M Buy
41,299
+1,227
+3% +$365K 0.74% 22
2025
Q2 		$11.6M Sell
40,072
-937
-2% -$239K 0.69% 22
2025
Q1 		$10.1M Sell
41,009
-2,516
-6% -$641K 0.71% 22
2024
Q4 		$10.4M Buy
43,525
+27
+0.1% +$6.29K 0.68% 22
2024
Q3 		$9.17M Sell
43,498
-2,947
-6% -$621K 0.58% 25
2024
Q2 		$9.39M Buy
46,445
+1,998
+4% +$391K 0.62% 24
2024
Q1 		$8.9M Buy
44,447
+171
+0.4% +$30.9K 0.62% 23
2023
Q4 		$7.53M Sell
44,276
-630
-1% -$95.5K 0.55% 27
2023
Q3 		$6.51M Sell
44,906
-2,354
-5% -$353K 0.56% 25
2023
Q2 		$6.87M Buy
47,260
+8,288
+21% +$1.14M 0.65% 21
2023
Q1 		$5.08M Buy
38,972
+115
+0.3% +$15.8K 0.57% 26
2022
Q4 		$5.21M Sell
38,857
-1,221
-3% -$155K 0.61% 24
2022
Q3 		$4.19M Buy
40,078
+353
+0.9% +$40.5K 0.63% 25
2022
Q2 		$4.47M Sell
39,725
-563
-1% -$69.8K 0.66% 24
2022
Q1 		$5.49M Buy
40,288
+190
+0.5% +$28K 0.7% 21
2021
Q4 		$6.35M Buy
40,098
+132
+0.3% +$21.7K 0.71% 20
2021
Q3 		$6.54M Sell
39,966
-389
-1% -$61K 0.83% 20
2021
Q2 		$6.28M Buy
40,355
+579
+1% +$90.9K 0.84% 21
2021
Q1 		$6.05M Sell
39,776
-333
-0.8% -$47.9K 0.84% 21
2020
Q4 		$5.1M Buy
40,109
+1,864
+5% +$208K 0.74% 22
2020
Q3 		$3.68M Buy
38,245
+1,159
+3% +$114K 0.59% 24
2020
Q2 		$3.49M Sell
37,086
-3,609
-9% -$342K 0.59% 26
2020
Q1 		$3.66M Buy
+40,695
New +$4.94M 0.73% 25

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oxford Financial Group's JPM Position: Q2 2026 in Review

Oxford Financial Group reduced its JPMorgan Chase (JPM) stake by 29% in Q2 2026, selling an estimated $4.05M and leaving 31,778 shares worth $10.4M. The position accounts for 0.53% of the portfolio, ranked #26.

Oxford Financial Group first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. The position peaked at $13.2M in Q1 2026. 5,142 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oxford Financial Group held 31,778 shares of JPMorgan Chase worth $10.4M as of Q2 2026.
  • Oxford Financial Group sold 13,037 JPMorgan Chase shares in Q2 2026, an estimated $4.05M.
  • JPMorgan Chase made up 0.53% of Oxford Financial Group's portfolio in Q2 2026, its #26 holding.
  • Oxford Financial Group first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
  • Oxford Financial Group's JPMorgan Chase position peaked at $13.2M in Q1 2026.
  • 5,142 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oxford Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.