OXFORD FINANCIAL GROUP, LTD. LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1245862 INDIANAPOLIS, IN

Position in JPM

as of Jun 30, 2026 · filed Aug 11, 2026 Compact

Position Value

$10,401,892

-$2,780,888 QoQ

Shares Held

31,778

-29.1% QoQ

Ownership

0.001%

of shares outstanding

% of Portfolio

1.34%

of 13F equity value

Holder Rank

#1,410

of 5,056 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

OXFORD FINANCIAL GROUP, LTD. LLC holds $13,275,420 across 5 Banks - Diversified names. JPM ranks #1 (78.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	31,778	$10,401,892
2	BNY	Bank of New York Mellon Corp	7,123	$1,030,057
3	BAC	Bank Of America Corp /De/	17,454	$994,528
4	WFC	Wells Fargo & Company/Mn	6,457	$533,606
5	ING	Ing Groep NV	10,049	$315,337

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$10,401,892	31,778	-29.1%	Shares	Sole	2026-08-11
2026-03-31	$13,182,780	44,815	+10.4%	Shares	Sole	2026-05-06
2025-12-31	$13,085,676	40,611	-1.7%	Shares	Sole	2026-02-13
2025-09-30	$13,026,943	41,299	+3.1%	Shares	Sole	2025-11-13
2025-06-30	$11,617,273	40,072	-2.3%	Shares	Sole	2025-08-14
2025-03-31	$10,059,507	41,009	-5.8%	Shares	Sole	2025-05-15
2024-12-31	$10,433,377	43,525	+0.1%	Shares	Sole	2025-02-11
2024-09-30	$9,171,988	43,498	-6.3%	Shares	Sole	2024-11-12
2024-06-30	$9,393,965	46,445	+4.5%	Shares	Sole	2024-08-14
2024-03-31	$8,902,734	44,447	+0.4%	Shares	Sole	2024-05-13
2023-12-31	$7,531,347	44,276	-1.4%	Shares	Sole	2024-02-14
2023-09-30	$6,512,268	44,906	-5.0%	Shares	Sole	2023-11-13
2023-06-30	$6,873,494	47,260	+21.3%	Shares	Sole	2023-08-10
2023-03-31	$5,078,441	38,972	+0.3%	Shares	Sole	2023-05-12
2022-12-31	$5,210,723	38,857	-3.0%	Shares	Sole	2023-02-14
2022-09-30	$4,188,151	40,078	+0.9%	Shares	Sole	2022-11-02
2022-06-30	$4,473,432	39,725	-1.4%	Shares	Sole	2022-08-11
2022-03-31	$5,492,060	40,288	+0.5%	Shares	Sole	2022-05-13
2021-12-31	$6,349,518	40,098	+0.3%	Shares	Sole	2022-02-10
2021-09-30	$6,542,034	39,966	-1.0%	Shares	Sole	2021-11-12
2021-06-30	$6,276,816	40,355	+1.5%	Shares	Sole	2021-08-03
2021-03-31	$6,055,100	39,776	-0.8%	Shares	Sole	2021-05-10
2020-12-31	$5,096,650	40,109	+4.9%	Shares	Sole	2021-02-10
2020-09-30	$3,681,846	38,245	+3.1%	Shares	Sole	2020-11-12
2020-06-30	$3,488,309	37,086	-8.9%	Shares	Sole	2020-08-05
2020-03-31	$3,663,770	40,695	—	Shares	Sole	2020-05-12
No filing history on record for this holder in this stock.