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	$84.4K	Sell	8 -8	-50%	-$2.48K	﹤0.01%	5088
2026 Q1	$54.8K	Buy	+16	New	+$4.86K	﹤0.01%	5133
2022 Q1	–	Sell	-1	Closed	-$1K	–	7369
2021 Q4	$1K	Buy	+1	New	+$164	﹤0.01%	7199
2020 Q3	–	Sell	-44	Closed	-$19K	–	6311
2020 Q2	$19K	Buy	44 +34	+340%	+$3.23K	﹤0.01%	4833
2020 Q1	$6K	Buy	+10	New	+$1.22K	﹤0.01%	5259

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.