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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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. 4,665 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.
4,665 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.