JP Morgan Chase
OBDC icon

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
2022
Q4 		– Sell
-70,000
Closed -$726K – 6857
2022
Q3 		$726K Buy
+70,000
New +$890K ﹤0.01% 4240

Other funds holding OBDC

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
GAM
Generali Asset Management Trieste, Italy $5.53B AUM 35.1% 1-Year Est. Return
RWJF
Robert Wood Johnson Foundation Princeton, New Jersey $81M AUM 0.47% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return
HLA
Hamilton Lane Advisors Conshohocken, Pennsylvania $149M AUM 14.17% 1-Year Est. Return
LC
Lalia Capital New York $206M AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 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. 296 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.
  • 296 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.