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Ostrum Asset Management’s JPMorgan Chase JPM Stock Holding History

Ostrum Asset Management’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 		$41.5M Buy
126,799
+361
+0.3% +$112K 2% 10
2026
Q1 		$37.2M Sell
126,438
-26,796
-17% -$8.13M 2.09% 8
2025
Q4 		$49.4M Sell
153,234
-16,319
-10% -$5.05M 2.37% 9
2025
Q3 		$53.5M Sell
169,553
-9,712
-5% -$2.89M 2.4% 7
2025
Q2 		$52M Buy
179,265
+4,224
+2% +$1.08M 2.44% 7
2025
Q1 		$42.9M Buy
175,041
+154,120
+737% +$39.3M 2.26% 10
2024
Q4 		$5.01M Buy
20,921
+12,498
+148% +$2.91M 0.43% 40
2024
Q3 		$1.78M Sell
8,423
-346
-4% -$72.9K 0.15% 233
2024
Q2 		$1.77M Buy
8,769
+400
+5% +$78.2K 0.15% 213
2024
Q1 		$1.68M Sell
8,369
-12,162
-59% -$2.19M 0.13% 256
2023
Q4 		$3.49M Sell
20,531
-138
-0.7% -$20.9K 0.3% 90
2023
Q3 		$3M Sell
20,669
-18,967
-48% -$2.84M 0.28% 101
2023
Q2 		$5.76M Sell
39,636
-488
-1% -$67.1K 0.48% 40
2023
Q1 		$5.23M Buy
+40,124
New +$5.5M 0.46% 46

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

Ostrum Asset Management's JPM Position: Q2 2026 in Review

Ostrum Asset Management increased its JPMorgan Chase (JPM) stake by 0.29% in Q2 2026, buying an estimated $112K and bringing the position to 126,799 shares worth $41.5M. The position accounts for 2% of the portfolio, ranked #10.

Ostrum Asset Management first reported a position in JPM in Q1 2023 and has held it in 14 quarters since. The position peaked at $53.5M in Q3 2025. 5,130 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Ostrum Asset Management held 126,799 shares of JPMorgan Chase worth $41.5M as of Q2 2026.
  • Ostrum Asset Management bought 361 JPMorgan Chase shares in Q2 2026, an estimated $112K.
  • JPMorgan Chase made up 2% of Ostrum Asset Management's portfolio in Q2 2026, its #10 holding.
  • Ostrum Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 14 quarters since.
  • Ostrum Asset Management's JPMorgan Chase position peaked at $53.5M in Q3 2025.
  • 5,130 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Ostrum Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.