Osaic Holdings’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $208M | Buy |
841,411
+25,760
| +3% | +$6.37M | 0.46% | 29 |
|
|
2025
Q1 | $200M | Sell |
815,651
-85,646
| -10% | -$21M | 0.45% | 29 |
|
|
2024
Q4 | $197M | Buy |
901,297
+17,772
| +2% | +$3.88M | 0.44% | 35 |
|
|
2024
Q3 | $186M | Sell |
883,525
-45,544
| -5% | -$9.61M | 0.42% | 34 |
|
|
2024
Q2 | $188M | Sell |
929,069
-77,342
| -8% | -$15.7M | 0.44% | 32 |
|
|
2024
Q1 | $202M | Sell |
1,006,411
-355,958
| -26% | -$71.3M | 0.45% | 29 |
|
|
2023
Q4 | $232M | Sell |
1,362,369
-410,743
| -23% | -$69.9M | 0.41% | 35 |
|
|
2023
Q3 | $257M | Buy |
1,773,112
+415,276
| +31% | +$60.2M | 0.38% | 50 |
|
|
2023
Q2 | $198M | Buy |
1,357,836
+30,504
| +2% | +$4.44M | 0.35% | 50 |
|
|
2023
Q1 | $173M | Buy |
1,327,332
+7,391
| +0.6% | +$963K | 0.33% | 60 |
|
|
2022
Q4 | $177M | Buy |
1,319,941
+119,845
| +10% | +$16.1M | 0.36% | 45 |
|
|
2022
Q3 | $125M | Buy |
1,200,096
+43,732
| +4% | +$4.57M | 0.29% | 67 |
|
|
2022
Q2 | $130M | Buy |
1,156,364
+38,647
| +3% | +$4.36M | 0.29% | 67 |
|
|
2022
Q1 | $146M | Buy |
1,117,717
+11,595
| +1% | +$1.51M | 0.28% | 67 |
|
|
2021
Q4 | $175M | Buy |
1,106,122
+49,933
| +5% | +$7.92M | 0.33% | 58 |
|
|
2021
Q3 | $173M | Buy |
1,056,189
+26,763
| +3% | +$4.39M | 0.36% | 48 |
|
|
2021
Q2 | $160M | Buy |
1,029,426
+31,419
| +3% | +$4.89M | 0.35% | 52 |
|
|
2021
Q1 | $152M | Buy |
998,007
+35,845
| +4% | +$5.46M | 0.37% | 49 |
|
|
2020
Q4 | $122M | Sell |
962,162
-20,860
| -2% | -$2.65M | 0.33% | 58 |
|
|
2020
Q3 | $94.5M | Buy |
983,022
+77,250
| +9% | +$7.43M | 0.28% | 71 |
|
|
2020
Q2 | $85.2M | Sell |
905,772
-3,926,735
| -81% | -$369M | 0.29% | 69 |
|
|
2020
Q1 | $78.1M | Buy |
+4,832,507
| New | +$78.1M | 0.32% | 60 |
|