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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
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 $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

Ostrum Asset Management's JPM Position: Q1 2026 in Review

Ostrum Asset Management reduced its JPMorgan Chase (JPM) stake by 17% in Q1 2026, selling an estimated $8.13M and leaving 126,438 shares worth $37.2M. The position accounts for 2.09% of the portfolio, ranked #8.

Ostrum Asset Management first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $53.5M in Q3 2025. 5,051 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Ostrum Asset Management held 126,438 shares of JPMorgan Chase worth $37.2M as of Q1 2026.
  • Ostrum Asset Management sold 26,796 JPMorgan Chase shares in Q1 2026, an estimated $8.13M.
  • JPMorgan Chase made up 2.09% of Ostrum Asset Management's portfolio in Q1 2026, its #8 holding.
  • Ostrum Asset Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
  • Ostrum Asset Management's JPMorgan Chase position peaked at $53.5M in Q3 2025.
  • 5,051 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Ostrum Asset Management's 13F filing for Q1 2026, filed 14 May 2026.