JP Morgan Chase
OCFC icon

JP Morgan Chase’s OceanFirst Financial OCFC Stock Holding History

JP Morgan Chase’s Portfolio OCFC Stock Details OCFC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$11.3M Sell
638,675
-102,910
-14% -$1.89M ﹤0.01% 2567
2025
Q4 		$13.3M Sell
741,585
-92,170
-11% -$1.72M ﹤0.01% 2434
2025
Q3 		$14.6M Sell
833,755
-47,749
-5% -$853K ﹤0.01% 2370
2025
Q2 		$15.5M Sell
881,504
-121,490
-12% -$2.03M ﹤0.01% 2154
2025
Q1 		$17.1M Sell
1,002,994
-135,691
-12% -$2.42M ﹤0.01% 2050
2024
Q4 		$20.6M Sell
1,138,685
-102,506
-8% -$1.96M ﹤0.01% 2022
2024
Q3 		$23.1M Buy
1,241,191
+157,711
+15% +$2.71M ﹤0.01% 1865
2024
Q2 		$17.2M Sell
1,083,480
-9,669
-0.9% -$146K ﹤0.01% 1983
2024
Q1 		$17.9M Buy
1,093,149
+137,588
+14% +$2.22M ﹤0.01% 1977
2023
Q4 		$16.6M Sell
955,561
-973,210
-50% -$14.2M ﹤0.01% 2001
2023
Q3 		$27.9M Sell
1,928,771
-120,467
-6% -$2.03M ﹤0.01% 1441
2023
Q2 		$32M Sell
2,049,238
-611,447
-23% -$9.54M ﹤0.01% 1357
2023
Q1 		$49.2M Buy
2,660,685
+308,240
+13% +$6.83M 0.01% 1111
2022
Q4 		$50M Buy
2,352,445
+724,377
+44% +$15.8M 0.01% 1115
2022
Q3 		$30.3M Buy
1,628,068
+196,654
+14% +$3.93M ﹤0.01% 1308
2022
Q2 		$27.4M Buy
1,431,414
+84,153
+6% +$1.61M ﹤0.01% 1382
2022
Q1 		$27.1M Buy
1,347,261
+634,978
+89% +$14.2M ﹤0.01% 1530
2021
Q4 		$15.8M Buy
712,283
+260,575
+58% +$5.68M ﹤0.01% 2023
2021
Q3 		$9.67M Sell
451,708
-90,491
-17% -$1.85M ﹤0.01% 2414
2021
Q2 		$11.3M Sell
542,199
-129,990
-19% -$2.91M ﹤0.01% 2324
2021
Q1 		$16.1M Sell
672,189
-51,921
-7% -$1.12M ﹤0.01% 1939
2020
Q4 		$13.5M Sell
724,110
-24,168
-3% -$395K ﹤0.01% 1957
2020
Q3 		$10.3M Sell
748,278
-52,706
-7% -$828K ﹤0.01% 2018
2020
Q2 		$14.1M Buy
800,984
+232,044
+41% +$3.71M ﹤0.01% 1644
2020
Q1 		$9.05M Buy
568,940
+418,719
+279% +$8.84M ﹤0.01% 1834
2019
Q4 		$3.84M Buy
150,221
+31,629
+27% +$761K ﹤0.01% 2900
2019
Q3 		$2.8M Buy
118,592
+3,817
+3% +$88.8K ﹤0.01% 3186
2019
Q2 		$2.79M Buy
114,775
+5,208
+5% +$128K ﹤0.01% 3142
2019
Q1 		$2.64M Sell
109,567
-189
-0.2% -$4.59K ﹤0.01% 3143
2018
Q4 		$2.47M Buy
109,756
+2,772
+3% +$69.5K ﹤0.01% 3129
2018
Q3 		$2.91M Buy
106,984
+7,859
+8% +$230K ﹤0.01% 3183
2018
Q2 		$2.97M Sell
99,125
-554
-0.6% -$15.7K ﹤0.01% 3100
2018
Q1 		$2.67M Sell
99,679
-4,391
-4% -$118K ﹤0.01% 3063
2017
Q4 		$2.73M Buy
104,070
+5,913
+6% +$161K ﹤0.01% 3126
2017
Q3 		$2.7M Sell
98,157
-1,379
-1% -$35.9K ﹤0.01% 2979
2017
Q2 		$2.7M Sell
99,536
-24,144
-20% -$660K ﹤0.01% 2867
2017
Q1 		$3.48M Buy
123,680
+76,533
+162% +$2.23M ﹤0.01% 2671
2016
Q4 		$1.42M Sell
47,147
-47,663
-50% -$1.11M ﹤0.01% 3273
2016
Q3 		$1.83M Buy
94,810
+55,594
+142% +$1.06M ﹤0.01% 2846
2016
Q2 		$712K Sell
39,216
-136,554
-78% -$2.49M ﹤0.01% 3301
2016
Q1 		$3.11M Buy
175,770
+6,746
+4% +$118K ﹤0.01% 2471
2015
Q4 		$3.38M Buy
169,024
+3,250
+2% +$62.4K ﹤0.01% 2452
2015
Q3 		$2.85M Buy
165,774
+8,819
+6% +$159K ﹤0.01% 2573
2015
Q2 		$2.93M Buy
156,955
+5,775
+4% +$99.9K ﹤0.01% 2690
2015
Q1 		$2.61M Buy
151,180
+13,275
+10% +$222K ﹤0.01% 2746
2014
Q4 		$2.36M Buy
137,905
+4,700
+4% +$77.4K ﹤0.01% 2870
2014
Q3 		$2.12M Sell
133,205
-71,960
-35% -$1.18M ﹤0.01% 2894
2014
Q2 		$3.4M Sell
205,165
-8,090
-4% -$135K ﹤0.01% 2268
2014
Q1 		$3.77M Buy
213,255
+13,493
+7% +$239K ﹤0.01% 2248
2013
Q4 		$3.42M Sell
199,762
-3,935
-2% -$69.6K ﹤0.01% 2403
2013
Q3 		$3.44M Buy
203,697
+23,735
+13% +$401K ﹤0.01% 2434
2013
Q2 		$2.8M Buy
+179,962
New +$2.56M ﹤0.01% 2551

Other funds holding OCFC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return

JP Morgan Chase's OCFC Position: Q1 2026 in Review

JP Morgan Chase reduced its OceanFirst Financial (OCFC) stake by 14% in Q1 2026, selling an estimated $1.89M and leaving 638,675 shares worth $11.3M. The position accounts for ﹤0.01% of the portfolio, ranked #2567.

JP Morgan Chase first reported a position in OCFC in Q2 2013 and has held it in 52 quarters since. The position peaked at $50M in Q4 2022. 206 funds tracked by Wall St. Rank hold OCFC as of Q1 2026.

  • JP Morgan Chase held 638,675 shares of OceanFirst Financial worth $11.3M as of Q1 2026.
  • JP Morgan Chase sold 102,910 OceanFirst Financial shares in Q1 2026, an estimated $1.89M.
  • OceanFirst Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2567 holding.
  • JP Morgan Chase first reported a position in OceanFirst Financial in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's OceanFirst Financial position peaked at $50M in Q4 2022.
  • 206 funds tracked by Wall St. Rank held OceanFirst Financial as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.