SW
JPM icon

SkyOak Wealth’s JPMorgan Chase JPM Stock Holding History

SkyOak Wealth’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 		$8.83M Buy
26,977
+267
+1% +$82.9K 1.44% 15
2026
Q1 		$7.86M Buy
26,710
+88
+0.3% +$26.7K 1.44% 15
2025
Q4 		$8.58M Buy
26,622
+30
+0.1% +$9.29K 1.54% 13
2025
Q3 		$8.39M Sell
26,592
-1,031
-4% -$307K 1.58% 14
2025
Q2 		$8.01M Sell
27,623
-364
-1% -$92.9K 1.61% 14
2025
Q1 		$6.87M Buy
27,987
+5
+0% +$1.27K 1.5% 17
2024
Q4 		$6.71M Buy
27,982
+1,283
+5% +$299K 1.43% 19
2024
Q3 		$5.63M Sell
26,699
-351
-1% -$73.9K 1.25% 21
2024
Q2 		$5.47M Sell
27,050
-844
-3% -$165K 1.28% 20
2024
Q1 		$5.59M Buy
27,894
+400
+1% +$72.2K 1.34% 20
2023
Q4 		$4.68M Sell
27,494
-525
-2% -$79.6K 1.22% 21
2023
Q3 		$4.06M Buy
28,019
+71
+0.3% +$10.6K 1.19% 21
2023
Q2 		$4.06M Buy
27,948
+651
+2% +$89.5K 1.15% 21
2023
Q1 		$3.56M Sell
27,297
-111
-0.4% -$15.2K 1.09% 27
2022
Q4 		$3.68M Sell
27,408
-159
-0.6% -$20.1K 1.24% 23
2022
Q3 		$2.88M Buy
27,567
+545
+2% +$62.5K 1.03% 27
2022
Q2 		$3.04M Buy
27,022
+697
+3% +$86.4K 1.04% 30
2022
Q1 		$3.59M Sell
26,325
-106
-0.4% -$15.6K 1% 32
2021
Q4 		$4.18M Buy
26,431
+45
+0.2% +$7.39K 1.06% 31
2021
Q3 		$4.32M Buy
26,386
+12
+0% +$1.88K 1.16% 20
2021
Q2 		$4.1M Sell
26,374
-414
-2% -$65K 1.1% 24
2021
Q1 		$4.08M Sell
26,788
-741
-3% -$107K 1.13% 20
2020
Q4 		$3.5M Sell
27,529
-283
-1% -$31.6K 1.09% 27
2020
Q3 		$2.68M Sell
27,812
-4,533
-14% -$445K 0.96% 28
2020
Q2 		$3.04M Buy
32,345
+18,747
+138% +$1.78M 1.12% 20
2020
Q1 		$1.22M Buy
13,598
+854
+7% +$104K 0.63% 44
2019
Q4 		$1.78M Buy
+12,744
New +$1.63M 0.55% 45

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 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
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

SkyOak Wealth's JPM Position: Q2 2026 in Review

SkyOak Wealth increased its JPMorgan Chase (JPM) stake by 1% in Q2 2026, buying an estimated $82.9K and bringing the position to 26,977 shares worth $8.83M. The position accounts for 1.44% of the portfolio, ranked #15.

SkyOak Wealth first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 5,111 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • SkyOak Wealth held 26,977 shares of JPMorgan Chase worth $8.83M as of Q2 2026.
  • SkyOak Wealth bought 267 JPMorgan Chase shares in Q2 2026, an estimated $82.9K.
  • JPMorgan Chase made up 1.44% of SkyOak Wealth's portfolio in Q2 2026, its #15 holding.
  • SkyOak Wealth first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 5,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.