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

OSAIC HOLDINGS, INC. holds 1.4M shares of JPM (JPMORGAN CHASE & CO), worth $465.6M as of 2026-Q2. The position was increased (+6.5% shares). JPM represents 0.5% of OSAIC HOLDINGS, INC.'s portfolio.

Current Value

$465.6M

Current Shares

1.4M

Total Value Change

+$279.1M

Total Shares Change

+537,714

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
1.4M
+6.5%
$465.6M0.5%$325.86
47
2026-Q1
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

Other major holders of JPM: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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