Osborne Partners Capital Management’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $32.6M | Buy |
110,719
+145
| +0.1% | +$44K | 1.72% | 13 |
|
|
2025
Q4 | $35.6M | Sell |
110,574
-2,480
| -2% | -$768K | 1.84% | 10 |
|
|
2025
Q3 | $35.7M | Sell |
113,054
-668
| -0.6% | -$199K | 1.81% | 9 |
|
|
2025
Q2 | $33M | Sell |
113,722
-4,891
| -4% | -$1.25M | 1.75% | 9 |
|
|
2025
Q1 | $29.1M | Sell |
118,613
-6,170
| -5% | -$1.57M | 1.68% | 11 |
|
|
2024
Q4 | $29.9M | Sell |
124,783
-3,142
| -2% | -$732K | 1.73% | 9 |
|
|
2024
Q3 | $27M | Sell |
127,925
-4,381
| -3% | -$923K | 1.53% | 11 |
|
|
2024
Q2 | $26.8M | Sell |
132,306
-597
| -0.4% | -$117K | 1.6% | 11 |
|
|
2024
Q1 | $26.6M | Sell |
132,903
-1,730
| -1% | -$312K | 1.64% | 10 |
|
|
2023
Q4 | $22.9M | Buy |
134,633
+367
| +0.3% | +$55.6K | 1.5% | 11 |
|
|
2023
Q3 | $19.5M | Sell |
134,266
-50
| -0% | -$7.5K | 1.44% | 16 |
|
|
2023
Q2 | $19.5M | Buy |
134,316
+1,055
| +0.8% | +$145K | 1.41% | 17 |
|
|
2023
Q1 | $17.4M | Buy |
133,261
+321
| +0.2% | +$44K | 1.27% | 19 |
|
|
2022
Q4 | $17.8M | Sell |
132,940
-3,048
| -2% | -$386K | 1.4% | 15 |
|
|
2022
Q3 | $14.2M | Buy |
135,988
+677
| +0.5% | +$77.7K | 1.19% | 19 |
|
|
2022
Q2 | $15.2M | Buy |
135,311
+9,553
| +8% | +$1.18M | 1.17% | 19 |
|
|
2022
Q1 | $17.1M | Buy |
125,758
+753
| +0.6% | +$111K | 1.27% | 20 |
|
|
2021
Q4 | $19.8M | Buy |
125,005
+1,668
| +1% | +$274K | 1.44% | 17 |
|
|
2021
Q3 | $20.2M | Buy |
123,337
+1,598
| +1% | +$251K | 1.62% | 14 |
|
|
2021
Q2 | $18.9M | Buy |
121,739
+975
| +0.8% | +$153K | 1.56% | 13 |
|
|
2021
Q1 | $18.4M | Sell |
120,764
-21,946
| -15% | -$3.16M | 1.67% | 12 |
|
|
2020
Q4 | $18.1M | Buy |
142,710
+9,264
| +7% | +$1.04M | 2.22% | 5 |
|
|
2020
Q3 | $12.8M | Sell |
133,446
-1,334
| -1% | -$131K | 2.59% | 4 |
|
|
2020
Q2 | $12.7M | Sell |
134,780
-1,095
| -0.8% | -$104K | 2.71% | 3 |
|
|
2020
Q1 | $12.2M | Sell |
135,875
-605
| -0.4% | -$73.5K | 3.19% | 3 |
|
|
2019
Q4 | $19M | Sell |
136,480
-7,449
| -5% | -$955K | 3.85% | 2 |
|
|
2019
Q3 | $16.9M | Sell |
143,929
-2,912
| -2% | -$329K | 3.4% | 3 |
|
|
2019
Q2 | $16.4M | Sell |
146,841
-36,753
| -20% | -$4.05M | 3.14% | 3 |
|
|
2019
Q1 | $18.6M | Sell |
183,594
-22,499
| -11% | -$2.32M | 3.63% | 2 |
|
|
2018
Q4 | $20.1M | Buy |
206,093
+1,067
| +0.5% | +$114K | 3.01% | 3 |
|
|
2018
Q3 | $23.1M | Sell |
205,026
-2,465
| -1% | -$280K | 2.96% | 4 |
|
|
2018
Q2 | $21.6M | Sell |
207,491
-9,957
| -5% | -$1.09M | 2.95% | 4 |
|
|
2018
Q1 | $23.9M | Sell |
217,448
-6,201
| -3% | -$702K | 3.29% | 3 |
|
|
2017
Q4 | $23.9M | Sell |
223,649
-3,331
| -1% | -$337K | 3.17% | 3 |
|
|
2017
Q3 | $21.7M | Sell |
226,980
-3,599
| -2% | -$332K | 2.97% | 3 |
|
|
2017
Q2 | $21.1M | Buy |
230,579
+3,321
| +1% | +$287K | 3% | 3 |
|
|
2017
Q1 | $20M | Sell |
227,258
-7,877
| -3% | -$695K | 2.86% | 4 |
|
|
2016
Q4 | $20.3M | Sell |
235,135
-9,878
| -4% | -$753K | 2.97% | 3 |
|
|
2016
Q3 | $16.3M | Sell |
245,013
-6,517
| -3% | -$425K | 2.44% | 5 |
|
|
2016
Q2 | $15.6M | Sell |
251,530
-6,750
| -3% | -$422K | 2.33% | 8 |
|
|
2016
Q1 | $15.3M | Sell |
258,280
-461
| -0.2% | -$26.9K | 2.24% | 10 |
|
|
2015
Q4 | $17.1M | Sell |
258,741
-750
| -0.3% | -$48.8K | 2.49% | 7 |
|
|
2015
Q3 | $15.8M | Sell |
259,491
-2,876
| -1% | -$188K | 2.33% | 8 |
|
|
2015
Q2 | $17.8M | Sell |
262,367
-3,170
| -1% | -$207K | 2.38% | 7 |
|
|
2015
Q1 | $16.1M | Sell |
265,537
-27,217
| -9% | -$1.61M | 2.11% | 9 |
|
|
2014
Q4 | $18.3M | Buy |
292,754
+1,348
| +0.5% | +$81.1K | 2.22% | 9 |
|
|
2014
Q3 | $17.6M | Buy |
291,406
+1,170
| +0.4% | +$68.4K | 2.27% | 9 |
|
|
2014
Q2 | $16.7M | Sell |
290,236
-1,617
| -0.6% | -$90.9K | 2.15% | 10 |
|
|
2014
Q1 | $17.7M | Buy |
291,853
+262
| +0.1% | +$15.1K | 2.32% | 6 |
|
|
2013
Q4 | $17.1M | Buy |
291,591
+3,303
| +1% | +$181K | 2.22% | 7 |
|
|
2013
Q3 | $14.9M | Buy |
288,288
+18,190
| +7% | +$976K | 2.08% | 10 |
|
|
2013
Q2 | $14.3M | Buy |
+270,098
| New | +$13.7M | 2.04% | 9 |
|
Other funds holding JPM
VCM
VPM
Osborne Partners Capital Management's JPM Position: Q1 2026 in Review
Osborne Partners Capital Management increased its JPMorgan Chase (JPM) stake by 0.13% in Q1 2026, buying an estimated $44K and bringing the position to 110,719 shares worth $32.6M. The position accounts for 1.72% of the portfolio, ranked #13.
Osborne Partners Capital Management first reported a position in JPM in Q2 2013 and has held it in 52 quarters since. The position peaked at $35.7M in Q3 2025. 5,054 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Osborne Partners Capital Management held 110,719 shares of JPMorgan Chase worth $32.6M as of Q1 2026.
- Osborne Partners Capital Management bought 145 JPMorgan Chase shares in Q1 2026, an estimated $44K.
- JPMorgan Chase made up 1.72% of Osborne Partners Capital Management's portfolio in Q1 2026, its #13 holding.
- Osborne Partners Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 52 quarters since.
- Osborne Partners Capital Management's JPMorgan Chase position peaked at $35.7M in Q3 2025.
- 5,054 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Osborne Partners Capital Management's 13F filing for Q1 2026, filed 27 Apr 2026.