SOS
JPM icon

Silver Oak Securities’s JPMorgan Chase JPM Stock Holding History

Silver Oak Securities’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 		$3.95M Sell
13,414
-469
-3% -$142K 0.29% 74
2025
Q4 		$4.49M Sell
13,883
-126
-0.9% -$39K 0.3% 75
2025
Q3 		$4.42M Buy
14,009
+6,007
+75% +$1.79M 0.33% 69
2025
Q2 		$2.32M Buy
8,002
+121
+2% +$30.9K 0.19% 123
2025
Q1 		$1.91M Buy
7,881
+225
+3% +$57.4K 0.18% 135
2024
Q4 		$1.83M Sell
7,656
-38
-0.5% -$8.85K 0.17% 133
2024
Q3 		$1.57M Buy
7,694
+1,968
+34% +$415K 0.17% 134
2024
Q2 		$1.16M Buy
5,726
+42
+0.7% +$8.21K 0.17% 123
2024
Q1 		$1.14M Sell
5,684
-253
-4% -$45.7K 0.17% 128
2023
Q4 		$1.01M Buy
5,937
+1,066
+22% +$162K 0.14% 163
2023
Q3 		$706K Sell
4,871
-835
-15% -$125K 0.15% 126
2023
Q2 		$830K Buy
5,706
+403
+8% +$55.4K 0.13% 162
2023
Q1 		$691K Sell
5,303
-377
-7% -$51.7K 0.11% 154
2022
Q4 		$762K Buy
5,680
+809
+17% +$103K 0.14% 120
2022
Q3 		$706K Buy
4,871
+1,220
+33% +$140K 0.15% 126
2022
Q2 		$419K Sell
3,651
-202
-5% -$25K 0.09% 147
2022
Q1 		$514K Buy
+3,853
New +$569K 0.1% 161

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 Securities's JPM Position: Q1 2026 in Review

Silver Oak Securities reduced its JPMorgan Chase (JPM) stake by 3.4% in Q1 2026, selling an estimated $142K and leaving 13,414 shares worth $3.95M. The position accounts for 0.29% of the portfolio, ranked #74.

Silver Oak Securities first reported a position in JPM in Q1 2022 and has held it in 17 quarters since. The position peaked at $4.49M in Q4 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Silver Oak Securities held 13,414 shares of JPMorgan Chase worth $3.95M as of Q1 2026.
  • Silver Oak Securities sold 469 JPMorgan Chase shares in Q1 2026, an estimated $142K.
  • JPMorgan Chase made up 0.29% of Silver Oak Securities's portfolio in Q1 2026, its #74 holding.
  • Silver Oak Securities first reported a position in JPMorgan Chase in Q1 2022 and has held it in 17 quarters since.
  • Silver Oak Securities's JPMorgan Chase position peaked at $4.49M in Q4 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Silver Oak Securities's 13F filing for Q1 2026, filed 20 Apr 2026.