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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
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Oxler Private Wealth's JPM Position: Q2 2026 in Review

Oxler Private Wealth increased its JPMorgan Chase (JPM) stake by 0.46% in Q2 2026, buying an estimated $7.14K and bringing the position to 5,064 shares worth $1.66M. The position accounts for 0.47% of the portfolio, ranked #31.

Oxler Private Wealth first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.66M in Q3 2021. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Oxler Private Wealth held 5,064 shares of JPMorgan Chase worth $1.66M as of Q2 2026.
  • Oxler Private Wealth bought 23 JPMorgan Chase shares in Q2 2026, an estimated $7.14K.
  • JPMorgan Chase made up 0.47% of Oxler Private Wealth's portfolio in Q2 2026, its #31 holding.
  • Oxler Private Wealth first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Oxler Private Wealth's JPMorgan Chase position peaked at $1.66M in Q3 2021.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Oxler Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.