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Oxinas Partners Wealth Management’s JPMorgan Chase JPM Stock Holding History

Oxinas Partners Wealth 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
2026
Q2 		$611K Buy
1,866
+2
+0.1% +$621 0.24% 72
2026
Q1 		$548K Buy
1,864
+2
+0.1% +$607 0.25% 73
2025
Q4 		$600K Buy
1,862
+2
+0.1% +$619 0.29% 63
2025
Q3 		$587K Sell
1,860
-21
-1% -$6.25K 0.31% 63
2025
Q2 		$545K Sell
1,881
-46
-2% -$11.7K 0.28% 75
2025
Q1 		$473K Buy
1,927
+520
+37% +$133K 0.28% 77
2024
Q4 		$337K Sell
1,407
-758
-35% -$177K 0.2% 89
2024
Q3 		$457K Buy
2,165
+444
+26% +$93.5K 0.28% 73
2024
Q2 		$348K Buy
1,721
+9
+0.5% +$1.76K 0.23% 86
2024
Q1 		$343K Buy
1,712
+4
+0.2% +$722 0.22% 86
2023
Q4 		$291K Buy
1,708
+13
+0.8% +$1.97K 0.21% 86
2023
Q3 		$246K Sell
1,695
-33
-2% -$4.95K 0.18% 92
2023
Q2 		$251K Buy
+1,728
New +$238K 0.16% 101
2022
Q1 		– Sell
-2,068
Closed -$327K – 136
2021
Q4 		$327K Sell
2,068
-161
-7% -$26.4K 0.19% 106
2021
Q3 		$365K Buy
2,229
+6
+0.3% +$941 0.21% 102
2021
Q2 		$346K Sell
2,223
-74
-3% -$11.6K 0.2% 111
2021
Q1 		$350K Buy
2,297
+34
+2% +$4.89K 0.22% 101
2020
Q4 		$288K Buy
+2,263
New +$253K 0.21% 93

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Oxinas Partners Wealth Management's JPM Position: Q2 2026 in Review

Oxinas Partners Wealth Management increased its JPMorgan Chase (JPM) stake by 0.11% in Q2 2026, buying an estimated $621 and bringing the position to 1,866 shares worth $611K. The position accounts for 0.24% of the portfolio, ranked #72.

Oxinas Partners Wealth Management first reported a position in JPM in Q4 2020 and has held it in 18 quarters since. 2,995 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oxinas Partners Wealth Management held 1,866 shares of JPMorgan Chase worth $611K as of Q2 2026.
  • Oxinas Partners Wealth Management bought 2 JPMorgan Chase shares in Q2 2026, an estimated $621.
  • JPMorgan Chase made up 0.24% of Oxinas Partners Wealth Management's portfolio in Q2 2026, its #72 holding.
  • Oxinas Partners Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 18 quarters since.
  • 2,995 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oxinas Partners Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.