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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
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
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 Wealth Group's JPM Position: Q1 2026 in Review

Oxford Wealth Group increased its JPMorgan Chase (JPM) stake by 2.7% in Q1 2026, buying an estimated $27.6K and bringing the position to 3,498 shares worth $1.03M. The position accounts for 0.56% of the portfolio, ranked #42.

Oxford Wealth Group first reported a position in JPM in Q1 2024 and has held it in 6 quarters since. The position peaked at $1.81M in Q2 2024. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Oxford Wealth Group held 3,498 shares of JPMorgan Chase worth $1.03M as of Q1 2026.
  • Oxford Wealth Group bought 91 JPMorgan Chase shares in Q1 2026, an estimated $27.6K.
  • JPMorgan Chase made up 0.56% of Oxford Wealth Group's portfolio in Q1 2026, its #42 holding.
  • Oxford Wealth Group first reported a position in JPMorgan Chase in Q1 2024 and has held it in 6 quarters since.
  • Oxford Wealth Group's JPMorgan Chase position peaked at $1.81M in Q2 2024.
  • 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oxford Wealth Group's 13F filing for Q1 2026, filed 11 May 2026.