Silver Oak Advisory Group
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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
Q3 		$528K Hold
1,597
– – 0.2% 48
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

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Silver Oak Advisory Group's JPM Position: Q3 2026 in Review

Silver Oak Advisory Group held its JPMorgan Chase (JPM) position steady in Q3 2026 at 1,597 shares worth $528K. The position accounts for 0.2% of the portfolio, ranked #48.

Silver Oak Advisory Group first reported a position in JPM in Q2 2025 and has held it in 6 quarters since. The position peaked at $606K in Q2 2025. 3,443 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Silver Oak Advisory Group held 1,597 shares of JPMorgan Chase worth $528K as of Q3 2026.
  • Silver Oak Advisory Group left its JPMorgan Chase share count unchanged in Q3 2026.
  • JPMorgan Chase made up 0.2% of Silver Oak Advisory Group's portfolio in Q3 2026, its #48 holding.
  • Silver Oak Advisory Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 6 quarters since.
  • Silver Oak Advisory Group's JPMorgan Chase position peaked at $606K in Q2 2025.
  • 3,443 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Silver Oak Advisory Group's 13F filing for Q3 2026, filed 6 Nov 2026.