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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
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

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

Oxler Private Wealth's JPM Position: Q1 2026 in Review

Oxler Private Wealth increased its JPMorgan Chase (JPM) stake by 0.34% in Q1 2026, buying an estimated $5.16K and bringing the position to 5,041 shares worth $1.48M. The position accounts for 0.46% of the portfolio, ranked #34.

Oxler Private Wealth first reported a position in JPM in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.66M in Q3 2021. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Oxler Private Wealth held 5,041 shares of JPMorgan Chase worth $1.48M as of Q1 2026.
  • Oxler Private Wealth bought 17 JPMorgan Chase shares in Q1 2026, an estimated $5.16K.
  • JPMorgan Chase made up 0.46% of Oxler Private Wealth's portfolio in Q1 2026, its #34 holding.
  • Oxler Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 22 quarters since.
  • Oxler Private Wealth's JPMorgan Chase position peaked at $1.66M in Q3 2021.
  • 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Oxler Private Wealth's 13F filing for Q1 2026, filed 28 Apr 2026.