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JPMorgan Chase & Co. shares owned by Bull Oak Capital

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Bull Oak Capital from 13F filings

Historical chart of Bull Oak Capital investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Bull Oak Capital consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in JPMorgan Chase & Co. by Bull Oak Capital

Quarter filed Position value Share count Share price at filing
2026-06-30 $207k 633 327.33

More positions owned by Bull Oak Capital

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Ishares Tr Trust Ishare 0-1 (SHV)
American Centy Etf Tr Us Eqt Etf (AVUS)
Ishares Tr 0-3 Mth Treasury (SGOV)
Spdr Series Trust St Str P500etf (SPYM)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Ishares Gold Tr Ishares New (IAU)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr Series Trust St Str Aggre Etf (SPAB)
Ishares Tr Us Treas Bd Etf (GOVT)
Ishares Bitcoin Trust Etf Shs Ben Int (IBIT)
Vanguard Index Fds Mid Cap Etf (VO)

View all positions for Bull Oak Capital

Top funds holding JPMorgan Chase & Co.

BlackRock
Vanguard Capital Management
State Street Corporation
Bank of America Corporation
Morgan Stanley
Vanguard Portfolio Management
Geode Capital Management
Norges Bank Investment Management
Northern Trust
Capital Research Global Investors
T. Rowe Price Associates
UBS Group
Goldman Sachs Group
FMR
Wells Fargo & Company

View all funds holding JPMorgan Chase & Co.