Pin Oak Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $831K | Sell |
2,826
-226
| -7% | -$68.6K | 0.59% | 38 |
|
|
2025
Q4 | $984K | Buy |
3,052
+24
| +0.8% | +$7.43K | 0.69% | 35 |
|
|
2025
Q3 | $955K | Buy |
3,028
+214
| +8% | +$63.6K | 0.68% | 35 |
|
|
2025
Q2 | $690K | Sell |
2,814
-252
| -8% | -$64.3K | 0.58% | 37 |
|
|
2025
Q1 | $781K | Buy |
3,066
+302
| +11% | +$77K | 0.6% | 37 |
|
|
2024
Q4 | $583K | Hold |
2,764
| – | – | 0.53% | 39 |
|
|
2024
Q3 | $582K | Sell |
2,764
-203
| -7% | -$42.8K | 0.53% | 39 |
|
|
2024
Q2 | $600K | Sell |
2,967
-83
| -3% | -$16.2K | 0.57% | 33 |
|
|
2024
Q1 | $611K | Sell |
3,050
-82
| -3% | -$14.8K | 0.59% | 36 |
|
|
2023
Q4 | $533K | Hold |
3,132
| – | – | 0.54% | 36 |
|
|
2023
Q3 | $454K | Buy |
3,132
+63
| +2% | +$9.44K | 0.51% | 41 |
|
|
2023
Q2 | $446K | Sell |
3,069
-21
| -0.7% | -$2.89K | 0.49% | 36 |
|
|
2023
Q1 | $403K | Buy |
3,090
+337
| +12% | +$46.2K | 0.5% | 38 |
|
|
2022
Q4 | $369K | Buy |
2,753
+166
| +6% | +$21K | 0.46% | 39 |
|
|
2022
Q3 | $270K | Hold |
2,587
| – | – | 0.34% | 47 |
|
|
2022
Q2 | $291K | Sell |
2,587
-117
| -4% | -$14.5K | 0.36% | 48 |
|
|
2022
Q1 | $369K | Sell |
2,704
-150
| -5% | -$22.1K | 0.39% | 48 |
|
|
2021
Q4 | $452K | Buy |
2,854
+75
| +3% | +$12.3K | 0.46% | 41 |
|
|
2021
Q3 | $455K | Sell |
2,779
-245
| -8% | -$38.4K | 0.5% | 38 |
|
|
2021
Q2 | $470K | Sell |
3,024
-30
| -1% | -$4.71K | 0.48% | 39 |
|
|
2021
Q1 | $465K | Buy |
3,054
+25
| +0.8% | +$3.6K | 0.4% | 53 |
|
|
2020
Q4 | $385K | Buy |
3,029
+117
| +4% | +$13.1K | 0.32% | 65 |
|
|
2020
Q3 | $280K | Buy |
2,912
+134
| +5% | +$13.2K | 0.27% | 75 |
|
|
2020
Q2 | $261K | Hold |
2,778
| – | – | 0.24% | 79 |
|
|
2020
Q1 | $250K | Buy |
2,778
+57
| +2% | +$6.92K | 0.26% | 77 |
|
|
2019
Q4 | $379K | Sell |
2,721
-370
| -12% | -$47.5K | 0.3% | 67 |
|
|
2019
Q3 | $364K | Sell |
3,091
-406
| -12% | -$45.9K | 0.3% | 75 |
|
|
2019
Q2 | $391K | Buy |
3,497
+589
| +20% | +$64.9K | 0.3% | 72 |
|
|
2019
Q1 | $294K | Sell |
2,908
-150
| -5% | -$15.5K | 0.24% | 82 |
|
|
2018
Q4 | $299K | Buy |
3,058
+137
| +5% | +$14.6K | 0.26% | 75 |
|
|
2018
Q3 | $330K | Sell |
2,921
-28
| -0.9% | -$3.18K | 0.25% | 77 |
|
|
2018
Q2 | $307K | Buy |
2,949
+28
| +1% | +$3.07K | 0.23% | 79 |
|
|
2018
Q1 | $321K | Sell |
2,921
-87
| -3% | -$9.85K | 0.26% | 73 |
|
|
2017
Q4 | $322K | Buy |
+3,008
| New | +$305K | 0.25% | 80 |
|
Other funds holding JPM
VCM
VPM
Pin Oak Investment Advisors's JPM Position: Q1 2026 in Review
Pin Oak Investment Advisors reduced its JPMorgan Chase (JPM) stake by 7.4% in Q1 2026, selling an estimated $68.6K and leaving 2,826 shares worth $831K. The position accounts for 0.59% of the portfolio, ranked #38.
Pin Oak Investment Advisors first reported a position in JPM in Q4 2017 and has held it in 34 quarters since. The position peaked at $984K in Q4 2025. 5,059 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Pin Oak Investment Advisors held 2,826 shares of JPMorgan Chase worth $831K as of Q1 2026.
- Pin Oak Investment Advisors sold 226 JPMorgan Chase shares in Q1 2026, an estimated $68.6K.
- JPMorgan Chase made up 0.59% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #38 holding.
- Pin Oak Investment Advisors first reported a position in JPMorgan Chase in Q4 2017 and has held it in 34 quarters since.
- Pin Oak Investment Advisors's JPMorgan Chase position peaked at $984K in Q4 2025.
- 5,059 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.