OFI Invest Asset Management’s JPMorgan Chase JPM Stock Holding History

OFI Invest Asset Management’s Portfolio JPM Stock Details JPM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$94.5M	Sell	327,756 -5,168	-2%	-$1.6M	0.94%	25
2026 Q1	$85.6M	Buy	332,924 +7,628	+2%	+$2.31M	1.13%	21
2025 Q4	$89.7M	Sell	325,296 -98,887	-23%	-$30.6M	1.28%	14
2025 Q3	$114M	Sell	424,183 -17,918	-4%	-$5.33M	2.4%	8
2025 Q2	$109M	Buy	442,101 +74,390	+20%	+$19M	2.71%	7
2025 Q1	$83.5M	Sell	367,711 -2,435	-0.7%	-$621K	2.19%	8
2024 Q4	$85.7M	Buy	+370,146	New	+$86.2M	2.02%	8
2024 Q2	$86.7M	Sell	459,562 -2,055	-0.4%	-$402K	2.3%	8
2024 Q1	$85.6M	Buy	461,617 +16,965	+4%	+$3.06M	2.32%	7
2023 Q4	$68.5M	Sell	444,652 -4,875	-1%	-$739K	2.3%	6
2023 Q3	$61.6M	Buy	449,527 +24,575	+6%	+$3.68M	2.22%	8
2023 Q2	$61.8M	Sell	424,952 -55,621,249	-99%	-$7.65B	2.46%	6
2023 Q1	$430M	Buy	+56,046,201	New	+$7.68B	2.22%	12

Other funds holding JPM

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

OFI Invest Asset Management's JPM Position: Q2 2026 in Review

OFI Invest Asset Management reduced its JPMorgan Chase (JPM) stake by 1.6% in Q2 2026, selling an estimated $1.6M and leaving 327,756 shares worth $94.5M. The position accounts for 0.94% of the portfolio, ranked #25.

OFI Invest Asset Management first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $430M in Q1 2023. 2,832 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

OFI Invest Asset Management held 327,756 shares of JPMorgan Chase worth $94.5M as of Q2 2026.
OFI Invest Asset Management sold 5,168 JPMorgan Chase shares in Q2 2026, an estimated $1.6M.
JPMorgan Chase made up 0.94% of OFI Invest Asset Management's portfolio in Q2 2026, its #25 holding.
OFI Invest Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
OFI Invest Asset Management's JPMorgan Chase position peaked at $430M in Q1 2023.
2,832 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on OFI Invest Asset Management's 13F filing for Q2 2026, filed 17 Jul 2026.