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Silver Oak Advisory Group’s JPMorgan Chase JPM Stock Holding History

Silver Oak Advisory Group’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 		$522K Sell
1,597
-132
-8% -$41K 0.21% 44
2026
Q1 		$508K Hold
1,729
– – 0.22% 42
2025
Q4 		$557K Sell
1,729
-120
-6% -$37.2K 0.25% 38
2025
Q3 		$583K Sell
1,849
-242
-12% -$72K 0.26% 40
2025
Q2 		$606K Buy
+2,091
New +$534K 0.29% 38

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

Silver Oak Advisory Group's JPM Position: Q2 2026 in Review

Silver Oak Advisory Group reduced its JPMorgan Chase (JPM) stake by 7.6% in Q2 2026, selling an estimated $41K and leaving 1,597 shares worth $522K. The position accounts for 0.21% of the portfolio, ranked #44.

Silver Oak Advisory Group first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. The position peaked at $606K in Q2 2025. 5,144 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Silver Oak Advisory Group held 1,597 shares of JPMorgan Chase worth $522K as of Q2 2026.
  • Silver Oak Advisory Group sold 132 JPMorgan Chase shares in Q2 2026, an estimated $41K.
  • JPMorgan Chase made up 0.21% of Silver Oak Advisory Group's portfolio in Q2 2026, its #44 holding.
  • Silver Oak Advisory Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • Silver Oak Advisory Group's JPMorgan Chase position peaked at $606K in Q2 2025.
  • 5,144 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Silver Oak Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.