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JPM icon

Ossiam’s JPMorgan Chase JPM Stock Holding History

Ossiam’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
Q1 		$6.12M Sell
20,813
-26,615
-56% -$8.08M 0.11% 95
2025
Q4 		$15.3M Buy
47,428
+15,077
+47% +$4.67M 0.31% 49
2025
Q3 		$10.2M Buy
32,351
+1,899
+6% +$565K 0.13% 120
2025
Q2 		$8.83M Sell
30,452
-1,982
-6% -$506K 0.1% 133
2025
Q1 		$7.96M Sell
32,434
-1,232
-4% -$314K 0.11% 113
2024
Q4 		$8.07M Sell
33,666
-33,181
-50% -$7.73M 0.14% 110
2024
Q3 		$14.1M Sell
66,847
-3,780
-5% -$796K 0.27% 68
2024
Q2 		$14.3M Sell
70,627
-409
-0.6% -$80K 0.27% 70
2024
Q1 		$14.2M Sell
71,036
-3,324
-4% -$600K 0.25% 70
2023
Q4 		$12.6M Sell
74,360
-23,365
-24% -$3.54M 0.2% 85
2023
Q3 		$14.2M Buy
97,725
+51,828
+113% +$7.77M 0.25% 81
2023
Q2 		$6.68M Sell
45,897
-326,695
-88% -$44.9M 0.12% 119
2023
Q1 		$48.6M Buy
372,592
+103,560
+38% +$14.2M 1.01% 26
2022
Q4 		$36.1M Buy
269,032
+23,866
+10% +$3.02M 0.94% 29
2022
Q3 		$25.6M Sell
245,166
-7,313
-3% -$839K 0.74% 34
2022
Q2 		$28.4M Buy
252,479
+152,528
+153% +$18.9M 0.86% 33
2022
Q1 		$13.6M Sell
99,951
-13,394
-12% -$1.98M 0.36% 62
2021
Q4 		$17.9M Sell
113,345
-9,631
-8% -$1.58M 0.47% 54
2021
Q3 		$20.1M Sell
122,976
-157,804
-56% -$24.7M 0.57% 36
2021
Q2 		$42.6M Buy
280,780
+206,179
+276% +$32.4M 1.16% 18
2021
Q1 		$11.4M Buy
74,601
+5,493
+8% +$790K 0.35% 59
2020
Q4 		$8.78M Buy
69,108
+12,927
+23% +$1.44M 0.31% 71
2020
Q3 		$5.41M Buy
56,181
+11,882
+27% +$1.17M 0.23% 74
2020
Q2 		$4.17M Buy
44,299
+37,442
+546% +$3.55M 0.27% 76
2020
Q1 		$617K Sell
6,857
-7,931
-54% -$964K 0.04% 222
2019
Q4 		$2.06M Buy
14,788
+3,241
+28% +$416K 0.16% 104
2019
Q3 		$1.36M Sell
11,547
-7,146
-38% -$808K 0.09% 144
2019
Q2 		$2.09M Buy
18,693
+2,341
+14% +$258K 0.16% 112
2019
Q1 		$1.66M Buy
+16,352
New +$1.68M 0.14% 118

Other funds holding JPM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Ossiam's JPM Position: Q1 2026 in Review

Ossiam reduced its JPMorgan Chase (JPM) stake by 56% in Q1 2026, selling an estimated $8.08M and leaving 20,813 shares worth $6.12M. The position accounts for 0.11% of the portfolio, ranked #95.

Ossiam first reported a position in JPM in Q1 2019 and has held it in 29 quarters since. The position peaked at $48.6M in Q1 2023. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ossiam held 20,813 shares of JPMorgan Chase worth $6.12M as of Q1 2026.
  • Ossiam sold 26,615 JPMorgan Chase shares in Q1 2026, an estimated $8.08M.
  • JPMorgan Chase made up 0.11% of Ossiam's portfolio in Q1 2026, its #95 holding.
  • Ossiam first reported a position in JPMorgan Chase in Q1 2019 and has held it in 29 quarters since.
  • Ossiam's JPMorgan Chase position peaked at $48.6M in Q1 2023.
  • 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ossiam's 13F filing for Q1 2026, filed 14 May 2026.