Oxler Private Wealth
JPM icon

Oxler Private Wealth’s JPMorgan Chase JPM Stock Holding History

Oxler Private Wealth’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
Q3 		$1.68M Buy
5,084
+20
+0.4% +$7K 0.45% 30
2026
Q2 		$1.66M Buy
5,064
+23
+0.5% +$7.14K 0.47% 31
2026
Q1 		$1.48M Buy
5,041
+17
+0.3% +$5.16K 0.46% 34
2025
Q4 		$1.62M Buy
5,024
+23
+0.5% +$7.12K 0.47% 34
2025
Q3 		$1.58M Buy
5,001
+21
+0.4% +$6.25K 0.46% 35
2025
Q2 		$1.44M Buy
4,980
+6
+0.1% +$1.53K 0.45% 35
2025
Q1 		$1.22M Sell
4,974
-434
-8% -$111K 0.43% 40
2024
Q4 		$1.3M Buy
5,408
+26
+0.5% +$6.06K 0.43% 39
2024
Q3 		$1.13M Buy
5,382
+144
+3% +$30.3K 0.4% 41
2024
Q2 		$1.06M Buy
5,238
+27
+0.5% +$5.28K 0.39% 41
2024
Q1 		$1.04M Buy
5,211
+28
+0.5% +$5.05K 0.41% 44
2023
Q4 		$882K Buy
5,183
+17
+0.3% +$2.58K 0.73% 24
2023
Q3 		$750K Buy
5,166
+23
+0.4% +$3.45K 0.38% 54
2023
Q2 		$748K Buy
5,143
+89
+2% +$12.2K 0.36% 60
2023
Q1 		$658K Sell
5,054
-3,104
-38% -$425K 0.33% 63
2022
Q4 		$1.09M Buy
8,158
+71
+0.9% +$9K 0.59% 45
2022
Q3 		$846K Sell
8,087
-1,920
-19% -$220K 0.47% 52
2022
Q2 		$1.13M Buy
10,007
+81
+0.8% +$10K 0.54% 47
2022
Q1 		$1.35M Buy
9,926
+65
+0.7% +$9.6K 0.61% 48
2021
Q4 		$1.56M Sell
9,861
-270
-3% -$44.3K 0.65% 48
2021
Q3 		$1.66M Buy
10,131
+1,893
+23% +$297K 0.73% 35
2021
Q2 		$1.28M Buy
8,238
+73
+0.9% +$11.5K 0.56% 50
2021
Q1 		$1.24M Buy
8,165
+3,140
+62% +$452K 0.63% 44
2020
Q4 		$632K Buy
+5,025
New +$562K 0.36% 65

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Oxler Private Wealth's JPM Position: Q3 2026 in Review

Oxler Private Wealth increased its JPMorgan Chase (JPM) stake by 0.39% in Q3 2026, buying an estimated $7K and bringing the position to 5,084 shares worth $1.68M. The position accounts for 0.45% of the portfolio, ranked #30.

Oxler Private Wealth first reported a position in JPM in Q4 2020 and has held it in 24 quarters since. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Oxler Private Wealth held 5,084 shares of JPMorgan Chase worth $1.68M as of Q3 2026.
  • Oxler Private Wealth bought 20 JPMorgan Chase shares in Q3 2026, an estimated $7K.
  • JPMorgan Chase made up 0.45% of Oxler Private Wealth's portfolio in Q3 2026, its #30 holding.
  • Oxler Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 24 quarters since.
  • 3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Oxler Private Wealth's 13F filing for Q3 2026, filed 21 Oct 2026.