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Showing 8 of 26 quarters

Position history for OSAIC HOLDINGS, INC.OSAIC HOLDINGS, INC.'s holdings in J P MORGAN EXCHANGE TRADED F

OSAIC HOLDINGS, INC. holds 2.6M shares of JCPB (J P MORGAN EXCHANGE TRADED F), worth $122.7M as of 2026-Q2. The position was increased (+17.8% shares). JCPB represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$122.7M

Current Shares

2.6M

Total Value Change

+$68.3M

Total Shares Change

+1.5M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
2.6M
+17.8%
$122.7M0.1%$46.57
42
2026-Q1
Decreased
2.2M
-1.4%
$104.5M0.2%$46.15
0
2025-Q4
Increased
2.3M
+16.0%
$106.6M0.2%$46.04
41
2025-Q3
Increased
1.9M
+13.1%
$91.9M0.1%$45.49
40
2025-Q2
Decreased
1.7M
-2.8%
$80.8M0.1%$44.47
0
2025-Q1
Increased
1.8M
+61.4%
$83.1M0.2%$43.89
51
2024-Q4
Decreased
1.1M
-3.1%
$50.4M0.1%$42.64
0
2024-Q3
Increased
1.1M
+68.0%
$54.5M0.1%$43.90
52

Other major holders of JCPB: HB Wealth Management, LLC, MORGAN STANLEY

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