Osterweis 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 | $41.6M | Buy |
141,453
+2,458
| +2% | +$746K | 2.15% | 11 |
|
|
2025
Q4 | $44.8M | Sell |
138,995
-3,291
| -2% | -$1.02M | 1.9% | 14 |
|
|
2025
Q3 | $44.9M | Buy |
142,286
+525
| +0.4% | +$156K | 2.03% | 14 |
|
|
2025
Q2 | $41.1M | Buy |
141,761
+3,345
| +2% | +$854K | 1.97% | 14 |
|
|
2025
Q1 | $34M | Buy |
138,416
+391
| +0.3% | +$99.7K | 1.68% | 20 |
|
|
2024
Q4 | $33.1M | Buy |
+138,025
| New | +$32.1M | 1.54% | 22 |
|
|
2022
Q1 | – | Sell |
-328,211
| Closed | -$52M | – | 152 |
|
|
2021
Q4 | $52M | Buy |
328,211
+2,295
| +0.7% | +$377K | 2.6% | 4 |
|
|
2021
Q3 | $53.3M | Sell |
325,916
-19,995
| -6% | -$3.13M | 2.91% | 3 |
|
|
2021
Q2 | $53.8M | Sell |
345,911
-36,135
| -9% | -$5.68M | 2.77% | 4 |
|
|
2021
Q1 | $58.2M | Buy |
382,046
+82,975
| +28% | +$11.9M | 3.17% | 3 |
|
|
2020
Q4 | $38M | Buy |
299,071
+50,785
| +20% | +$5.68M | 2.27% | 9 |
|
|
2020
Q3 | $23.9M | Buy |
248,286
+61,758
| +33% | +$6.06M | 1.61% | 25 |
|
|
2020
Q2 | $17.5M | Buy |
+186,528
| New | +$17.7M | 1.27% | 40 |
|
|
2019
Q1 | – | Sell |
-243,516
| Closed | -$23.8M | – | 110 |
|
|
2018
Q4 | $23.8M | Sell |
243,516
-107,427
| -31% | -$11.4M | 1.83% | 16 |
|
|
2018
Q3 | $39.6M | Sell |
350,943
-38,285
| -10% | -$4.35M | 2.53% | 5 |
|
|
2018
Q2 | $40.6M | Sell |
389,228
-40,205
| -9% | -$4.41M | 2.62% | 7 |
|
|
2018
Q1 | $47.2M | Buy |
429,433
+165,177
| +63% | +$18.7M | 3.36% | 4 |
|
|
2017
Q4 | $28.3M | Buy |
264,256
+2,261
| +0.9% | +$229K | 2.01% | 25 |
|
|
2017
Q3 | $25M | Sell |
261,995
-47,800
| -15% | -$4.41M | 1.88% | 27 |
|
|
2017
Q2 | $28.3M | Sell |
309,795
-4,895
| -2% | -$422K | 2.16% | 21 |
|
|
2017
Q1 | $27.6M | Sell |
314,690
-41,513
| -12% | -$3.66M | 2.16% | 20 |
|
|
2016
Q4 | $30.7M | Sell |
356,203
-78,632
| -18% | -$6M | 2.22% | 23 |
|
|
2016
Q3 | $29M | Buy |
+434,835
| New | +$28.4M | 1.74% | 29 |
|
|
2014
Q4 | – | Sell |
-6,600
| Closed | -$398K | – | 74 |
|
|
2014
Q3 | $398K | Hold |
6,600
| – | – | 0.01% | 61 |
|
|
2014
Q2 | $380K | Sell |
6,600
-630
| -9% | -$35.4K | 0.01% | 59 |
|
|
2014
Q1 | $439K | Hold |
7,230
| – | – | 0.01% | 60 |
|
|
2013
Q4 | $423K | Hold |
7,230
| – | – | 0.01% | 68 |
|
|
2013
Q3 | $373K | Sell |
7,230
-1,795
| -20% | -$96.3K | 0.01% | 65 |
|
|
2013
Q2 | $476K | Buy |
+9,025
| New | +$459K | 0.02% | 60 |
|
Other funds holding JPM
VCM
VPM
Osterweis Capital Management's JPM Position: Q1 2026 in Review
Osterweis Capital Management increased its JPMorgan Chase (JPM) stake by 1.8% in Q1 2026, buying an estimated $746K and bringing the position to 141,453 shares worth $41.6M. The position accounts for 2.15% of the portfolio, ranked #11.
Osterweis Capital Management first reported a position in JPM in Q2 2013 and has held it in 29 quarters since. The position peaked at $58.2M in Q1 2021. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Osterweis Capital Management held 141,453 shares of JPMorgan Chase worth $41.6M as of Q1 2026.
- Osterweis Capital Management bought 2,458 JPMorgan Chase shares in Q1 2026, an estimated $746K.
- JPMorgan Chase made up 2.15% of Osterweis Capital Management's portfolio in Q1 2026, its #11 holding.
- Osterweis Capital Management first reported a position in JPMorgan Chase in Q2 2013 and has held it in 29 quarters since.
- Osterweis Capital Management's JPMorgan Chase position peaked at $58.2M in Q1 2021.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Osterweis Capital Management's 13F filing for Q1 2026, filed 15 May 2026.