Osprey Private Wealth
JPM icon

Osprey Private Wealth’s JPMorgan Chase JPM Stock Holding History

Osprey Private Wealth’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
Q3 		$19.5M Buy
58,945
+345
+0.6% +$121K 4.72% 4
2026
Q2 		$19.2M Buy
58,600
+742
+1% +$230K 4.95% 3
2026
Q1 		$17M Buy
57,858
+2,353
+4% +$714K 4.93% 3
2025
Q4 		$17.9M Buy
55,505
+6,595
+13% +$2.04M 5.15% 3
2025
Q3 		$15.4M Buy
48,910
+13,580
+38% +$4.04M 5.61% 3
2025
Q2 		$10.5M Buy
35,330
+355
+1% +$90.6K 5.69% 4
2025
Q1 		$8.58M Buy
34,975
+6,300
+22% +$1.61M 5.09% 5
2024
Q4 		$6.87M Sell
28,675
-50
-0.2% -$11.6K 4.8% 5
2024
Q3 		$6.06M Buy
+28,725
New +$6.05M 4.24% 7

Other funds holding JPM

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $111B AUM 30.48% 1-Year Est. Return

Osprey Private Wealth's JPM Position: Q3 2026 in Review

Osprey Private Wealth increased its JPMorgan Chase (JPM) stake by 0.59% in Q3 2026, buying an estimated $121K and bringing the position to 58,945 shares worth $19.5M. The position accounts for 4.72% of the portfolio, ranked #4.

Osprey Private Wealth first reported a position in JPM in Q3 2024 and has held it in 9 quarters since. 3,677 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Osprey Private Wealth held 58,945 shares of JPMorgan Chase worth $19.5M as of Q3 2026.
  • Osprey Private Wealth bought 345 JPMorgan Chase shares in Q3 2026, an estimated $121K.
  • JPMorgan Chase made up 4.72% of Osprey Private Wealth's portfolio in Q3 2026, its #4 holding.
  • Osprey Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 9 quarters since.
  • 3,677 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Osprey Private Wealth's 13F filing for Q3 2026, filed 10 Nov 2026.