JPM — JPMORGAN CHASE & CO

Ownership history in OXFORD FINANCIAL GROUP, LTD. LLC  ·  24 quarters on record

This page tracks every 13F SEC filing in which OXFORD FINANCIAL GROUP, LTD. LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
0.84% (2021 Q2)
Avg. % of fund
0.67%
First filed
2020 Q1
Last filed
2025 Q4
Quarters held
24
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 40,611 -688 -1.7% 0.72% $13.1M $320.77
2025 Q3 ADDED 41,299 +1,227 +3.1% 0.74% $13.0M $312.49
2025 Q2 REDUCED 40,072 -937 -2.3% 0.69% $11.6M $285.83
2025 Q1 REDUCED 41,009 -2,516 -5.8% 0.71% $10.1M $240.37
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% of Fund (quarterly)    JPM price (monthly, adj. close)

Other funds also holding JPM

As of 2025 Q4 — sorted by position size

AG Campbell Advisory, LLC 51.34% Guidance Point Advisors, LLC 3Y 7Y 29.96% Courant Investment Management LLC 3Y 7Y 24.38% FreeGulliver LLC 19.01% Paralel Advisors LLC 3Y 12.87% Delta Accumulation, LLC 3Y 12.46% Unisphere Establishment 11.56% SS&H Financial Advisors, Inc. 3Y 9.9% BOYAR ASSET MANAGEMENT INC. 3Y 7Y 9.53% Hardy Reed LLC 3Y 7Y 9.21%
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