Oxford Wealth Group’s JPMorgan Chase JPM Stock Holding History

Oxford Wealth 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	$1.11M	Sell	3,389 -109	-3%	-$33.9K	0.5%	39
2026 Q1	$1.03M	Buy	3,498 +91	+3%	+$27.6K	0.56%	42
2025 Q4	$1.1M	Buy	+3,407	New	+$1.05M	0.53%	35
2024 Q4	$1.59M	Sell	6,628 -266	-4%	-$62K	1.03%	19
2024 Q3	$1.45M	Sell	6,894 -2,035	-23%	-$429K	1.18%	24
2024 Q2	$1.81M	Buy	8,929 +2,027	+29%	+$396K	1.24%	21
2024 Q1	$1.38M	Buy	+6,902	New	+$1.25M	1.26%	21

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 Wealth Group's JPM Position: Q2 2026 in Review

Oxford Wealth Group reduced its JPMorgan Chase (JPM) stake by 3.1% in Q2 2026, selling an estimated $33.9K and leaving 3,389 shares worth $1.11M. The position accounts for 0.5% of the portfolio, ranked #39.

Oxford Wealth Group first reported a position in JPM in Q1 2024 and has held it in 7 quarters since. The position peaked at $1.81M in Q2 2024. 5,151 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Oxford Wealth Group held 3,389 shares of JPMorgan Chase worth $1.11M as of Q2 2026.
Oxford Wealth Group sold 109 JPMorgan Chase shares in Q2 2026, an estimated $33.9K.
JPMorgan Chase made up 0.5% of Oxford Wealth Group's portfolio in Q2 2026, its #39 holding.
Oxford Wealth Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 7 quarters since.
Oxford Wealth Group's JPMorgan Chase position peaked at $1.81M in Q2 2024.
5,151 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

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