JP Morgan Chase’s OFS Credit Co OCCI Stock Holding History

JP Morgan Chase’s Portfolio OCCI Stock Details OCCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	–	Sell	-43	Closed	-$122	–	7973
2026 Q1	$122	Buy	+43	New	+$164	﹤0.01%	7297

Other funds holding OCCI

VIA

Virtus Investment Advisers Hartford, Connecticut $429M AUM 52.52% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

MWM

Meridian Wealth Management Lexington, Kentucky $3.25B AUM 41% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

ASGL

Advisory Solutions Group, LLC Plymouth, Minnesota $295M AUM

PFS

Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

OCM

One Capital Management Westlake Village, California $3.6B AUM 16.02% 1-Year Est. Return

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

JP Morgan Chase sold out of OFS Credit Co (OCCI) in Q2 2026, closing a stake of 43 shares — an estimated $122 sold.

JP Morgan Chase first reported a position in OCCI in Q1 2026 and held it in 1 quarter. The position peaked at $122 in Q1 2026. 26 funds tracked by Wall St. Rank hold OCCI as of Q2 2026.

JP Morgan Chase reported no remaining OFS Credit Co position as of Q2 2026 after selling out during the quarter.
JP Morgan Chase sold 43 OFS Credit Co shares in Q2 2026, an estimated $122.
JP Morgan Chase first reported a position in OFS Credit Co in Q1 2026 and held it in 1 quarter.
JP Morgan Chase's OFS Credit Co position peaked at $122 in Q1 2026.
26 funds tracked by Wall St. Rank held OFS Credit Co as of Q2 2026.

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