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
2026 Q2	$2.62K	Buy	+1	New	+$311	﹤0.01%	7190
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 New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Osaic Holdings's JPM Position: Q2 2026 in Review

Osaic Holdings increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2026, buying an estimated $26.7M and bringing the position to 1,421,239 shares worth $466M. The position accounts for 0.55% of the portfolio, ranked #21.

Osaic Holdings first reported a position in JPM in Q1 2020 and has held it in 26 quarters since. 5,147 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Osaic Holdings held 1,421,239 shares of JPMorgan Chase worth $466M as of Q2 2026.
Osaic Holdings bought 86,083 JPMorgan Chase shares in Q2 2026, an estimated $26.7M.
JPMorgan Chase made up 0.55% of Osaic Holdings's portfolio in Q2 2026, its #21 holding.
Osaic Holdings first reported a position in JPMorgan Chase in Q1 2020 and has held it in 26 quarters since.
5,147 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.