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Silver Oak Wealth Advisors Services’s JPMorgan Chase JPM Stock Holding History

Silver Oak Wealth Advisors Services’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
2025
Q1 		– Sell
-520
Closed -$295K – 35
2024
Q4 		$295K Buy
+520
New +$121K 0.26% 32

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Silver Oak Wealth Advisors Services's JPM Position: Q1 2025 in Review

Silver Oak Wealth Advisors Services sold out of JPMorgan Chase (JPM) in Q1 2025, closing a stake of 520 shares — an estimated $295K sold.

Silver Oak Wealth Advisors Services first reported a position in JPM in Q4 2024 and held it in 1 quarter. The position peaked at $295K in Q4 2024. 4,675 funds tracked by Wall St. Rank hold JPM as of Q1 2025.

  • Silver Oak Wealth Advisors Services reported no remaining JPMorgan Chase position as of Q1 2025 after selling out during the quarter.
  • Silver Oak Wealth Advisors Services sold 520 JPMorgan Chase shares in Q1 2025, an estimated $295K.
  • Silver Oak Wealth Advisors Services first reported a position in JPMorgan Chase in Q4 2024 and held it in 1 quarter.
  • Silver Oak Wealth Advisors Services's JPMorgan Chase position peaked at $295K in Q4 2024.
  • 4,675 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2025.

Based on Silver Oak Wealth Advisors Services's 13F filing for Q1 2025, filed 28 Apr 2025.