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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
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 $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

Silver Oak Advisory Group's JPM Position: Q1 2026 in Review

Silver Oak Advisory Group held its JPMorgan Chase (JPM) position steady in Q1 2026 at 1,729 shares worth $508K. The position accounts for 0.22% of the portfolio, ranked #42.

Silver Oak Advisory Group first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $606K in Q2 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Silver Oak Advisory Group held 1,729 shares of JPMorgan Chase worth $508K as of Q1 2026.
  • Silver Oak Advisory Group left its JPMorgan Chase share count unchanged in Q1 2026.
  • JPMorgan Chase made up 0.22% of Silver Oak Advisory Group's portfolio in Q1 2026, its #42 holding.
  • Silver Oak Advisory Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Silver Oak Advisory Group's JPMorgan Chase position peaked at $606K in Q2 2025.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Silver Oak Advisory Group's 13F filing for Q1 2026, filed 1 May 2026.