JP Morgan Chase
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JP Morgan Chase’s Oaktree Specialty Lending OCSL Stock Holding History

JP Morgan Chase’s Portfolio OCSL Stock Details OCSL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$215K Sell
19,221
-8,156
-30% -$97.6K ﹤0.01% 5432
2025
Q4 		$349K Buy
27,377
+16
+0.1% +$214 ﹤0.01% 5244
2025
Q3 		$357K Sell
27,361
-21,779
-44% -$300K ﹤0.01% 5208
2025
Q2 		$671K Sell
49,140
-71,929
-59% -$1.01M ﹤0.01% 4621
2025
Q1 		$1.86M Sell
121,069
-42,318
-26% -$664K ﹤0.01% 3935
2024
Q4 		$2.5M Buy
163,387
+82,464
+102% +$1.32M ﹤0.01% 3979
2024
Q3 		$1.32M Sell
80,923
-114,669
-59% -$1.96M ﹤0.01% 4301
2024
Q2 		$3.68M Buy
195,592
+8,689
+5% +$168K ﹤0.01% 3284
2024
Q1 		$3.67M Sell
186,903
-45,005
-19% -$909K ﹤0.01% 3355
2023
Q4 		$4.74M Buy
231,908
+139,881
+152% +$2.76M ﹤0.01% 3146
2023
Q3 		$1.85M Buy
92,027
+11,736
+15% +$235K ﹤0.01% 3590
2023
Q2 		$1.56M Sell
80,291
-212
-0.3% -$3.99K ﹤0.01% 3721
2023
Q1 		$1.51M Buy
80,503
+70,535
+708% +$1.4M ﹤0.01% 3741
2022
Q4 		$205K Sell
9,968
-15,936
-62% -$321K ﹤0.01% 5029
2022
Q3 		$466K Buy
+25,904
New +$527K ﹤0.01% 4512
2022
Q2 		– Sell
-3,125
Closed -$69K – 6750
2022
Q1 		$69K Sell
3,125
-213
-6% -$4.77K ﹤0.01% 5663
2021
Q4 		$75K Sell
3,338
-5,600
-63% -$124K ﹤0.01% 5792
2021
Q3 		$189K Buy
+8,938
New +$189K ﹤0.01% 5263
2021
Q2 		– Sell
-25,802
Closed -$479K – 6532
2021
Q1 		$479K Buy
25,802
+1,577
+7% +$28.4K ﹤0.01% 4704
2020
Q4 		$404K Buy
24,225
+3,461
+17% +$53.8K ﹤0.01% 4494
2020
Q3 		$301K Buy
20,764
+6,665
+47% +$95.2K ﹤0.01% 4191
2020
Q2 		$189K Sell
14,099
-15,288
-52% -$190K ﹤0.01% 4287
2020
Q1 		$286K Sell
29,387
-74,897
-72% -$1.09M ﹤0.01% 4114
2019
Q4 		$1.71M Buy
104,284
+891
+0.9% +$14K ﹤0.01% 3485
2019
Q3 		$1.61M Buy
103,393
+31,681
+44% +$499K ﹤0.01% 3552
2019
Q2 		$1.16M Buy
71,712
+56,839
+382% +$919K ﹤0.01% 3764
2019
Q1 		$231K Sell
14,873
-54,307
-79% -$810K ﹤0.01% 4567
2018
Q4 		$877K Buy
69,180
+66,199
+2,221% +$905K ﹤0.01% 3825
2018
Q3 		$45K Sell
2,981
-31,048
-91% -$458K ﹤0.01% 5234
2018
Q2 		$488K Buy
34,029
+3,660
+12% +$50.9K ﹤0.01% 4184
2018
Q1 		$384K Sell
30,369
-17,511
-37% -$243K ﹤0.01% 4126
2017
Q4 		$702K Buy
47,880
+44,884
+1,498% +$719K ﹤0.01% 3910
2017
Q3 		$49K Sell
2,996
-72,197
-96% -$1.15M ﹤0.01% 4472
2017
Q2 		$1.1M Buy
75,193
+57,260
+319% +$732K ﹤0.01% 3374
2017
Q1 		$249K Sell
17,933
-102,509
-85% -$1.53M ﹤0.01% 3993
2016
Q4 		$1.94M Sell
120,442
-84,772
-41% -$1.41M ﹤0.01% 3089
2016
Q3 		$3.58M Buy
205,214
+22,254
+12% +$382K ﹤0.01% 2457
2016
Q2 		$2.66M Buy
182,960
+37,242
+26% +$570K ﹤0.01% 2655
2016
Q1 		$2.19M Buy
145,718
+140,232
+2,556% +$2.2M ﹤0.01% 2648
2015
Q4 		$105K Hold
5,486
– – ﹤0.01% 3775
2015
Q3 		$101K Sell
5,486
-1,043
-16% -$20.1K ﹤0.01% 3755
2015
Q2 		$129K Sell
6,529
-232
-3% -$4.86K ﹤0.01% 3866
2015
Q1 		$148K Sell
6,761
-1,000
-13% -$22.4K ﹤0.01% 3878
2014
Q4 		$186K Sell
7,761
-10,958
-59% -$283K ﹤0.01% 4038
2014
Q3 		$515K Buy
18,719
+14,763
+373% +$431K ﹤0.01% 3651
2014
Q2 		$117K Sell
3,956
-67
-2% -$1.89K ﹤0.01% 3424
2014
Q1 		$115K Sell
4,023
-2,519
-39% -$71.7K ﹤0.01% 3474
2013
Q4 		$182K Sell
6,542
-32,954
-83% -$975K ﹤0.01% 3827
2013
Q3 		$1.22M Buy
39,496
+8,159
+26% +$259K ﹤0.01% 3142
2013
Q2 		$981K Buy
+31,337
New +$1M ﹤0.01% 3271

Other funds holding OCSL

PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JVBC
J.V. Bruni & Co Colorado Springs, Colorado $958M AUM 22.2% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
GAM
Generali Asset Management Trieste, Italy $4.79B AUM 26.21% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
CAM
Claret Asset Management Montreal, Quebec, Canada $837M AUM 25.51% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RCM
Rivernorth Capital Management West Palm Beach, Florida $2B AUM 0.66% 1-Year Est. Return

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

JP Morgan Chase reduced its Oaktree Specialty Lending (OCSL) stake by 30% in Q1 2026, selling an estimated $97.6K and leaving 19,221 shares worth $215K. The position accounts for ﹤0.01% of the portfolio, ranked #5432.

JP Morgan Chase first reported a position in OCSL in Q2 2013 and has held it in 50 quarters since. The position peaked at $4.74M in Q4 2023. 187 funds tracked by Wall St. Rank hold OCSL as of Q1 2026.

  • JP Morgan Chase held 19,221 shares of Oaktree Specialty Lending worth $215K as of Q1 2026.
  • JP Morgan Chase sold 8,156 Oaktree Specialty Lending shares in Q1 2026, an estimated $97.6K.
  • Oaktree Specialty Lending made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #5432 holding.
  • JP Morgan Chase first reported a position in Oaktree Specialty Lending in Q2 2013 and has held it in 50 quarters since.
  • JP Morgan Chase's Oaktree Specialty Lending position peaked at $4.74M in Q4 2023.
  • 187 funds tracked by Wall St. Rank held Oaktree Specialty Lending as of Q1 2026.

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