Oak Barrel Wealth Advisory LLC / JPM
Oak Barrel Wealth Advisory LLC’s Jpmorgan Chase & Co Position
Does Oak Barrel Wealth Advisory LLC own Jpmorgan Chase & Co (JPM)? Yes — 7.3K shares worth $2M (+1.40% of its 13F portfolio) as of Q1 2026.
Position Value
$2M
Q1 2026
Shares
7.3K
% of Portfolio
+1.40%
Quarters Held
1
currently held
Position History JPM
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 7.3K | $2M | +1.40% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Oak Barrel Wealth Advisory LLC’s full portfolio or all institutional holders of JPM.