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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
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

Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

Osprey Private Wealth's JPM Position: Q2 2026 in Review

Osprey Private Wealth increased its JPMorgan Chase (JPM) stake by 1.3% in Q2 2026, buying an estimated $230K and bringing the position to 58,600 shares worth $19.2M. The position accounts for 4.95% of the portfolio, ranked #3.

Osprey Private Wealth first reported a position in JPM in Q3 2024 and has held it in 8 quarters since. 2,702 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Osprey Private Wealth held 58,600 shares of JPMorgan Chase worth $19.2M as of Q2 2026.
  • Osprey Private Wealth bought 742 JPMorgan Chase shares in Q2 2026, an estimated $230K.
  • JPMorgan Chase made up 4.95% of Osprey Private Wealth's portfolio in Q2 2026, its #3 holding.
  • Osprey Private Wealth first reported a position in JPMorgan Chase in Q3 2024 and has held it in 8 quarters since.
  • 2,702 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Osprey Private Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.