SilverOak Wealth Management’s JPMorgan Chase JPM Stock Holding History

SilverOak Wealth Management’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 Q2	$1.03M	Buy	3,150 +15	+0.5%	+$4.66K	0.13%	58
2026 Q1	$922K	Sell	3,135 -5	-0.2%	-$1.52K	0.15%	53
2025 Q4	$1.01M	Buy	3,140 +43	+1%	+$13.3K	0.16%	51
2025 Q3	$977K	Sell	3,097 -479	-13%	-$142K	0.16%	50
2025 Q2	$1.04M	Buy	3,576 +574	+19%	+$146K	0.19%	47
2025 Q1	$736K	Hold	3,002	–	–	0.16%	47
2024 Q4	$720K	Buy	3,002 +15	+0.5%	+$3.49K	0.15%	50
2024 Q3	$630K	Hold	2,987	–	–	0.14%	54
2024 Q2	$604K	Buy	2,987 +620	+26%	+$121K	0.15%	51
2024 Q1	$474K	Sell	2,367 -19	-0.8%	-$3.43K	0.12%	58
2023 Q4	$406K	Buy	+2,386	New	+$362K	0.11%	59

Other funds holding JPM

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SilverOak Wealth Management's JPM Position: Q2 2026 in Review

SilverOak Wealth Management increased its JPMorgan Chase (JPM) stake by 0.48% in Q2 2026, buying an estimated $4.66K and bringing the position to 3,150 shares worth $1.03M. The position accounts for 0.13% of the portfolio, ranked #58.

SilverOak Wealth Management first reported a position in JPM in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q2 2025. 5,125 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

SilverOak Wealth Management held 3,150 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
SilverOak Wealth Management bought 15 JPMorgan Chase shares in Q2 2026, an estimated $4.66K.
JPMorgan Chase made up 0.13% of SilverOak Wealth Management's portfolio in Q2 2026, its #58 holding.
SilverOak Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 11 quarters since.
SilverOak Wealth Management's JPMorgan Chase position peaked at $1.04M in Q2 2025.
5,125 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SilverOak Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.