Ossiam’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
Q2 | $71.1M | Buy |
217,315
+196,502
| +944% | +$61M | 0.94% | 21 |
|
|
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
Ossiam's JPM Position: Q2 2026 in Review
Ossiam increased its JPMorgan Chase (JPM) stake by 944% in Q2 2026, buying an estimated $61M and bringing the position to 217,315 shares worth $71.1M. The position accounts for 0.94% of the portfolio, ranked #21.
Ossiam first reported a position in JPM in Q1 2019 and has held it in 30 quarters since. 5,143 funds tracked by Wall St. Rank hold JPM as of Q2 2026.
- Ossiam held 217,315 shares of JPMorgan Chase worth $71.1M as of Q2 2026.
- Ossiam bought 196,502 JPMorgan Chase shares in Q2 2026, an estimated $61M.
- JPMorgan Chase made up 0.94% of Ossiam's portfolio in Q2 2026, its #21 holding.
- Ossiam first reported a position in JPMorgan Chase in Q1 2019 and has held it in 30 quarters since.
- 5,143 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.
Based on Ossiam's 13F filing for Q2 2026, filed 13 Aug 2026.