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JPM
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Position history for OSAIC HOLDINGS, INC.'s holdings in JPMORGAN CHASE & CO

OSAIC HOLDINGS, INC. holds 1.3M shares of JPM (JPMORGAN CHASE & CO), worth $393M as of 2026-Q1. The position was increased (+16.8% shares). JPM represents 0.6% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$393M

Current Shares

1.3M

Total Value Change

+$205M

Total Shares Change

+406,087

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
1.3M
+16.8%
$393M0.6%$300.26
51
2025-Q4
Decreased
1.1M
-7.6%
$368.6M0.5%$321.97
0
2025-Q3
Increased
1.2M
+25.3%
$383.5M0.5%$312.75
54
2025-Q2
Increased
986,967
+21.0%
$280M0.5%$283.07
44
2025-Q1
Decreased
815,651
-9.5%
$200.3M0.4%$237.97
0
2024-Q4
Increased
901,297
+2.0%
$196.8M0.4%$233.31
37
2024-Q3
Decreased
883,525
-4.9%
$186.4M0.4%$203.96
0
2024-Q2
Decreased
929,069
-7.7%
$188M0.4%$194.90
0

Other major holders of JPM: VANGUARD GROUP INC, BlackRock, Inc.

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