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JPIEJPIE
17 quarters

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

OSAIC HOLDINGS, INC. holds 1.7M shares of JPIE (J P MORGAN EXCHANGE TRADED F), worth $79.5M as of 2026-Q2. The position was increased (+5.0% shares). JPIE represents 0.1% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$79.5M

Current Shares

1.7M

Total Value Change

+$78.9M

Total Shares Change

+1.7M

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.7M
+5.0%
$79.5M0.1%$45.62
31
2026-Q1
Increased
1.6M
+11.0%
$75.7M0.1%$45.02
39
2025-Q4
Decreased
1.5M
-22.7%
$68.5M0.1%$44.83
0
2025-Q3
Increased
1.9M
+5.1%
$89.1M0.1%$44.11
38
2025-Q2
Increased
1.8M
+13.2%
$84.4M0.2%$43.40
40
2025-Q1
Increased
1.6M
+1.9%
$74.2M0.2%$42.56
36
2024-Q4
Increased
1.6M
+708.5%
$72.1M0.2%$41.75
57
2024-Q3
Increased
195,464
+39.6%
$9.1M0.0%$41.62
36
2024-Q2
Decreased
140,056
-6.0%
$6.4M0.0%$40.16
0
2024-Q1
Increased
148,953
+71.4%
$6.8M0.0%$39.63
41
2023-Q4
Increased
86,917
+72.3%
$4M0.0%$39.26
40
2023-Q3
Decreased
50,436
-28.2%
$2.2M0.0%$37.42
0
2023-Q2
Decreased
70,251
-1.9%
$3.2M0.0%$37.57
0
2023-Q1
Increased
71,595
+215.3%
$3.3M0.0%$37.54
43
2022-Q4
Increased
22,704
+44.0%
$1M0.0%$36.67
34
2022-Q3
Increased
15,771
+26.5%
$699,0000.0%$35.35
30
2022-Q2
New
12,470
-
$572,0000.0%$36.16
34

Other major holders of JPIE: JPMORGAN CHASE & CO, CHARLES SCHWAB INVESTMENT MANAGEMENT INC

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