JP Morgan Chase’s Oak Street Health, Inc. OSH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-1,443,648	Closed	-$55.8M	–	7534
2023 Q1	$55.8M	Buy	1,443,648 +1,373,687	+1,964%	+$44.3M	0.01%	1051
2022 Q4	$1.5M	Sell	69,961 -777	-1%	-$16.3K	﹤0.01%	3778
2022 Q3	$1.73M	Sell	70,738 -7,094	-9%	-$188K	﹤0.01%	3589
2022 Q2	$1.28M	Buy	77,832 +67,774	+674%	+$1.32M	﹤0.01%	3899
2022 Q1	$271K	Buy	10,058 +4,335	+76%	+$91.3K	﹤0.01%	5023
2021 Q4	$190K	Sell	5,723 -54,951	-91%	-$2.08M	﹤0.01%	5392
2021 Q3	$2.58M	Sell	60,674 -65,170	-52%	-$3.5M	﹤0.01%	3573
2021 Q2	$7.37M	Buy	125,844 +124,714	+11,037%	+$7.42M	﹤0.01%	2699
2021 Q1	$61K	Sell	1,130 -550,919	-100%	-$30.6M	﹤0.01%	5487
2020 Q4	$33.8M	Buy	552,049 +30,837	+6%	+$1.62M	0.01%	1276
2020 Q3	$26.6M	Buy	+521,212	New	+$23.3M	﹤0.01%	1318

Other funds holding OSH

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

JP Morgan Chase's OSH Position: Q2 2023 in Review

JP Morgan Chase sold out of Oak Street Health, Inc. (OSH) in Q2 2023, closing a stake of 1,443,648 shares — an estimated $55.8M sold.

JP Morgan Chase first reported a position in OSH in Q3 2020 and held it in 11 quarters. The position peaked at $55.8M in Q1 2023. 3 funds tracked by Wall St. Rank hold OSH as of Q2 2023.

JP Morgan Chase reported no remaining Oak Street Health, Inc. position as of Q2 2023 after selling out during the quarter.
JP Morgan Chase sold 1,443,648 Oak Street Health, Inc. shares in Q2 2023, an estimated $55.8M.
JP Morgan Chase first reported a position in Oak Street Health, Inc. in Q3 2020 and held it in 11 quarters.
JP Morgan Chase's Oak Street Health, Inc. position peaked at $55.8M in Q1 2023.
3 funds tracked by Wall St. Rank held Oak Street Health, Inc. as of Q2 2023.

Based on JP Morgan Chase's 13F filing for Q2 2023, filed 11 Aug 2023.