OFG
JPM icon

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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Oxford Financial Group's JPM Position: Q1 2026 in Review

Oxford Financial Group increased its JPMorgan Chase (JPM) stake by 10% in Q1 2026, buying an estimated $1.28M and bringing the position to 44,815 shares worth $13.2M. The position accounts for 0.71% of the portfolio, ranked #21.

Oxford Financial Group first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Oxford Financial Group held 44,815 shares of JPMorgan Chase worth $13.2M as of Q1 2026.
  • Oxford Financial Group bought 4,204 JPMorgan Chase shares in Q1 2026, an estimated $1.28M.
  • JPMorgan Chase made up 0.71% of Oxford Financial Group's portfolio in Q1 2026, its #21 holding.
  • Oxford Financial Group first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.