Osaic Holdings
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Osaic Holdings’s JPMorgan Chase JPM Stock Holding History

Osaic Holdings’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
2025
Q4 		– Sell
-1
Closed -$20K – 8012
2025
Q3 		$20K Hold
1
– – ﹤0.01% 5932
2025
Q2 		$18.8K Hold
1
– – ﹤0.01% 5762
2025
Q1 		$14.4K Hold
1
– – ﹤0.01% 5573
2024
Q4 		$13.8K Hold
1
– – ﹤0.01% 5587
2024
Q3 		$10.9K Hold
1
– – ﹤0.01% 5767
2024
Q2 		$10.2K Hold
1
– – ﹤0.01% 5778
2024
Q1 		$10K Sell
1
-1
-50% -$180 ﹤0.01% 5737
2023
Q4 		$9.15K Hold
2
– – ﹤0.01% 5878
2023
Q3 		$5.59K Hold
2
– – ﹤0.01% 6218
2023
Q2 		$5.82K Hold
2
– – ﹤0.01% 6234
2023
Q1 		$4.36K Buy
2
+1
+100% +$137 ﹤0.01% 6393
2022
Q4 		$1K Buy
+1
New +$127 ﹤0.01% 6895
2022
Q2 		– Sell
-1
Closed -$1K – 7480
2022
Q1 		$1K Hold
1
– – ﹤0.01% 7062
2021
Q4 		$2K Buy
+1
New +$164 ﹤0.01% 7021
2020
Q3 		– Sell
-83
Closed -$56K – 6310
2020
Q2 		$56K Buy
83
+43
+108% +$4.08K ﹤0.01% 4114
2020
Q1 		$41K Buy
+40
New +$4.86K ﹤0.01% 4127

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Osaic Holdings's JPM Position: Q1 2026 in Review

Osaic Holdings increased its JPMorgan Chase (JPM) stake by 17% in Q1 2026, buying an estimated $58.3M and bringing the position to 1,335,156 shares worth $393M. The position accounts for 0.58% of the portfolio, ranked #22.

Osaic Holdings first reported a position in JPM in Q1 2020 and has held it in 25 quarters since. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Osaic Holdings held 1,335,156 shares of JPMorgan Chase worth $393M as of Q1 2026.
  • Osaic Holdings bought 192,199 JPMorgan Chase shares in Q1 2026, an estimated $58.3M.
  • JPMorgan Chase made up 0.58% of Osaic Holdings's portfolio in Q1 2026, its #22 holding.
  • Osaic Holdings first reported a position in JPMorgan Chase in Q1 2020 and has held it in 25 quarters since.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.