JP Morgan Chase
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JP Morgan Chase’s Blue Owl Capital OWL Stock Holding History

JP Morgan Chase’s Portfolio OWL Stock Details OWL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$38M Sell
4,430,702
-2,742,701
-38% -$26.1M ﹤0.01% 1676
2026
Q1 		$65.1M Buy
7,173,403
+4,615,149
+180% +$55.8M ﹤0.01% 1222
2025
Q4 		$38.2M Sell
2,558,254
-9,013,972
-78% -$141M ﹤0.01% 1548
2025
Q3 		$196M Buy
11,572,226
+1,667,608
+17% +$31.7M 0.01% 703
2025
Q2 		$190M Buy
9,904,618
+232,890
+2% +$4.31M 0.01% 702
2025
Q1 		$194M Buy
9,671,728
+422,745
+5% +$9.51M 0.01% 686
2024
Q4 		$215M Buy
9,248,983
+218,586
+2% +$5M 0.02% 647
2024
Q3 		$175M Buy
9,030,397
+1,372,865
+18% +$24.5M 0.01% 736
2024
Q2 		$136M Buy
7,657,532
+2,112,100
+38% +$38.7M 0.01% 792
2024
Q1 		$105M Buy
5,545,432
+5,195,468
+1,485% +$87M 0.01% 922
2023
Q4 		$5.21M Sell
349,964
-68,176
-16% -$917K ﹤0.01% 3051
2023
Q3 		$5.42M Buy
418,140
+42,775
+11% +$510K ﹤0.01% 2774
2023
Q2 		$4.37M Buy
375,365
+83,499
+29% +$899K ﹤0.01% 2966
2023
Q1 		$3.23M Sell
291,866
-164,938
-36% -$1.98M ﹤0.01% 3162
2022
Q4 		$4.84M Buy
456,804
+273,291
+149% +$2.89M ﹤0.01% 2847
2022
Q3 		$1.69M Sell
183,513
-6,334
-3% -$70.4K ﹤0.01% 3609
2022
Q2 		$1.9M Sell
189,847
-217,534
-53% -$2.61M ﹤0.01% 3592
2022
Q1 		$5.17M Buy
407,381
+255,594
+168% +$3.24M ﹤0.01% 2973
2021
Q4 		$2.26M Buy
+151,787
New +$2.4M ﹤0.01% 3766
2021
Q2 		– Sell
-175,773
Closed -$1.74M – 6543
2021
Q1 		$1.74M Hold
175,773
– – ﹤0.01% 3823
2020
Q4 		$2M Buy
+175,773
New +$1.9M ﹤0.01% 3473

Other funds holding OWL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LVIA
Lind Value II ApS Aarhus C, Denmark $622M AUM 36.56% 1-Year Est. Return
CM
Caption Management Oklahoma City, Oklahoma $21.5B AUM 81.81% 1-Year Est. Return

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

JP Morgan Chase reduced its Blue Owl Capital (OWL) stake by 38% in Q2 2026, selling an estimated $26.1M and leaving 4,430,702 shares worth $38M. The position accounts for ﹤0.01% of the portfolio, ranked #1676.

JP Morgan Chase first reported a position in OWL in Q4 2020 and has held it in 21 quarters since. The position peaked at $215M in Q4 2024. 574 funds tracked by Wall St. Rank hold OWL as of Q2 2026.

  • JP Morgan Chase held 4,430,702 shares of Blue Owl Capital worth $38M as of Q2 2026.
  • JP Morgan Chase sold 2,742,701 Blue Owl Capital shares in Q2 2026, an estimated $26.1M.
  • Blue Owl Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #1676 holding.
  • JP Morgan Chase first reported a position in Blue Owl Capital in Q4 2020 and has held it in 21 quarters since.
  • JP Morgan Chase's Blue Owl Capital position peaked at $215M in Q4 2024.
  • 574 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.