JP Morgan Chase
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JP Morgan Chase’s Blue Owl Capital OBDC Stock Holding History

JP Morgan Chase’s Portfolio OBDC Stock Details OBDC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$37M Buy
3,316,143
+390,989
+13% +$4.37M ﹤0.01% 1694
2026
Q1 		$31.9M Sell
2,925,154
-339,555
-10% -$3.99M ﹤0.01% 1692
2025
Q4 		$40.6M Buy
3,264,709
+826,376
+34% +$10.5M ﹤0.01% 1502
2025
Q3 		$31.1M Sell
2,438,333
-41,580
-2% -$592K ﹤0.01% 1739
2025
Q2 		$35.6M Buy
2,479,913
+167,123
+7% +$2.37M ﹤0.01% 1544
2025
Q1 		$33.9M Sell
2,312,790
-123,916
-5% -$1.86M ﹤0.01% 1534
2024
Q4 		$36.8M Buy
2,436,706
+174,759
+8% +$2.63M ﹤0.01% 1520
2024
Q3 		$33M Sell
2,261,947
-201,405
-8% -$3.02M ﹤0.01% 1612
2024
Q2 		$37.8M Sell
2,463,352
-96,254
-4% -$1.54M ﹤0.01% 1400
2024
Q1 		$39.4M Sell
2,559,606
-534,911
-17% -$8.04M ﹤0.01% 1422
2023
Q4 		$45.7M Buy
3,094,517
+1,964,533
+174% +$27.9M ﹤0.01% 1274
2023
Q3 		$15.7M Buy
1,129,984
+735,568
+186% +$10.2M ﹤0.01% 1875
2023
Q2 		$5.29M Buy
394,416
+174,327
+79% +$2.28M ﹤0.01% 2813
2023
Q1 		$2.77M Buy
220,089
+64,908
+42% +$835K ﹤0.01% 3292
2022
Q4 		$1.79M Buy
155,181
+52,119
+51% +$625K ﹤0.01% 3645
2022
Q3 		$1.07M Buy
103,062
+8,096
+9% +$103K ﹤0.01% 3939
2022
Q2 		$1.17M Buy
94,966
+17,466
+23% +$239K ﹤0.01% 3961
2022
Q1 		$1.15M Sell
77,500
-72,000
-48% -$1.06M ﹤0.01% 4160
2021
Q4 		$2.12M Buy
+149,500
New +$2.14M ﹤0.01% 3819
2020
Q4 		– Sell
-30,169
Closed -$361K – 5842
2020
Q3 		$361K Buy
+30,169
New +$370K ﹤0.01% 4122
2020
Q1 		– Sell
-2,300
Closed -$41K – 5597
2019
Q4 		$41K Buy
+2,300
New +$40.2K ﹤0.01% 5182

Other funds holding OBDC

California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $109B AUM 42.89% 1-Year Est. Return
SONJCPFA
State of New Jersey Common Pension Fund A Trenton, New Jersey $223M AUM 26.5% 1-Year Est. Return
OPERF
Oregon Public Employees Retirement Fund Tigard, Oregon $9.26B AUM 42.17% 1-Year Est. Return
SO
STRS Ohio Columbus, Ohio $26.7B AUM 43.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $164B AUM 112.45% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
CAM
Cresset Asset Management Chicago, Illinois $27.6B AUM 31.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

JP Morgan Chase's OBDC Position: Q2 2026 in Review

JP Morgan Chase increased its Blue Owl Capital (OBDC) stake by 13% in Q2 2026, buying an estimated $4.37M and bringing the position to 3,316,143 shares worth $37M. The position accounts for ﹤0.01% of the portfolio, ranked #1694.

JP Morgan Chase first reported a position in OBDC in Q4 2019 and has held it in 21 quarters since. The position peaked at $45.7M in Q4 2023. 427 funds tracked by Wall St. Rank hold OBDC as of Q2 2026.

  • JP Morgan Chase held 3,316,143 shares of Blue Owl Capital worth $37M as of Q2 2026.
  • JP Morgan Chase bought 390,989 Blue Owl Capital shares in Q2 2026, an estimated $4.37M.
  • Blue Owl Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1694 holding.
  • JP Morgan Chase first reported a position in Blue Owl Capital in Q4 2019 and has held it in 21 quarters since.
  • JP Morgan Chase's Blue Owl Capital position peaked at $45.7M in Q4 2023.
  • 427 funds tracked by Wall St. Rank held Blue Owl Capital as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.