JP Morgan Chase
OXSQ icon

JP Morgan Chase’s Oxford Square Capital OXSQ Stock Holding History

JP Morgan Chase’s Portfolio OXSQ Stock Details OXSQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.28K Hold
1,320
– – ﹤0.01% 6992
2025
Q4 		$2.32K Hold
1,320
– – ﹤0.01% 6921
2025
Q3 		$2.1K Hold
1,320
– – ﹤0.01% 6905
2025
Q2 		$2.94K Hold
1,320
– – ﹤0.01% 6484
2025
Q1 		$3.44K Buy
+1,320
New +$3.55K ﹤0.01% 6481
2024
Q4 		– Sell
-59
Closed -$167 – 7634
2024
Q3 		$167 Sell
59
-3,402
-98% -$10K ﹤0.01% 6925
2024
Q2 		$10.2K Buy
3,461
+3,267
+1,684% +$10.2K ﹤0.01% 6259
2024
Q1 		$615 Sell
194
-91
-32% -$278 ﹤0.01% 6688
2023
Q4 		$815 Buy
285
+97
+52% +$285 ﹤0.01% 6864
2023
Q3 		$566 Sell
188
-391
-68% -$1.18K ﹤0.01% 6707
2023
Q2 		$1.53K Hold
579
– – ﹤0.01% 6387
2023
Q1 		$2K Buy
579
+346
+148% +$1.18K ﹤0.01% 6430
2022
Q4 		$1K Buy
+233
New +$710 ﹤0.01% 6429
2020
Q1 		– Sell
-26,353
Closed -$143K – 5608
2019
Q4 		$143K Buy
+26,353
New +$146K ﹤0.01% 4792
2018
Q4 		– Sell
-3,229
Closed -$23K – 5857
2018
Q3 		$23K Sell
3,229
-20,709
-87% -$149K ﹤0.01% 5393
2018
Q2 		$165K Buy
23,938
+1,687
+8% +$11.2K ﹤0.01% 4651
2018
Q1 		$136K Sell
22,251
-84,346
-79% -$492K ﹤0.01% 4498
2017
Q4 		$613K Sell
106,597
-189,196
-64% -$1.18M ﹤0.01% 3981
2017
Q3 		$2.01M Sell
295,793
-29,110
-9% -$195K ﹤0.01% 3150
2017
Q2 		$2.06M Sell
324,903
-31,733
-9% -$227K ﹤0.01% 3027
2017
Q1 		$2.63M Sell
356,636
-49,004
-12% -$354K ﹤0.01% 2869
2016
Q4 		$2.68M Buy
405,640
+21,572
+6% +$133K ﹤0.01% 2882
2016
Q3 		$2.23M Buy
384,068
+234,666
+157% +$1.38M ﹤0.01% 2730
2016
Q2 		$788K Buy
149,402
+143,932
+2,631% +$755K ﹤0.01% 3265
2016
Q1 		$26K Hold
5,470
– – ﹤0.01% 4036
2015
Q4 		$33K Buy
+5,470
New +$35.8K ﹤0.01% 3989
2013
Q4 		– Sell
-48,378
Closed -$471K – 4195
2013
Q3 		$471K Buy
48,378
+22,952
+90% +$225K ﹤0.01% 3663
2013
Q2 		$244K Buy
+25,426
New +$248K ﹤0.01% 3906

Other funds holding OXSQ

Legal & General Group
Legal & General Group London, United Kingdom $432B AUM 29.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VIA
Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
XT
XTX Topco George Town, Cayman Islands $5.75B AUM 30.56% 1-Year Est. Return
VF
Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
SBCM
Silverberg Bernstein Capital Management Armonk, New York $261M AUM 89.93% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
FFA
Founders Financial Alliance Raleigh, North Carolina $555M AUM 22.31% 1-Year Est. Return

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

JP Morgan Chase held its Oxford Square Capital (OXSQ) position steady in Q1 2026 at 1,320 shares worth $2.28K. The position accounts for ﹤0.01% of the portfolio, ranked #6992.

JP Morgan Chase first reported a position in OXSQ in Q2 2013 and has held it in 28 quarters since. The position peaked at $2.68M in Q4 2016. 48 funds tracked by Wall St. Rank hold OXSQ as of Q1 2026.

  • JP Morgan Chase held 1,320 shares of Oxford Square Capital worth $2.28K as of Q1 2026.
  • JP Morgan Chase left its Oxford Square Capital share count unchanged in Q1 2026.
  • Oxford Square Capital made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6992 holding.
  • JP Morgan Chase first reported a position in Oxford Square Capital in Q2 2013 and has held it in 28 quarters since.
  • JP Morgan Chase's Oxford Square Capital position peaked at $2.68M in Q4 2016.
  • 48 funds tracked by Wall St. Rank held Oxford Square Capital as of Q1 2026.

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