OSTERWEIS CAPITAL MANAGEMENT INC

Position in JPM — Jpmorgan Chase & Co

CIK 1007524 SAN FRANCISCO, CA

Position in JPM

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$45,826,854

+$4,217,041 QoQ

Shares Held

140,002

-1.0% QoQ

Ownership

0.005%

of shares outstanding

% of Portfolio

2.47%

of 13F equity value

Holder Rank

#628

of 5,058 holders

Holding Since

Jun 2020

14 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Financial Services · as of Jun 30, 2026

OSTERWEIS CAPITAL MANAGEMENT INC holds $53,582,978 across 5 Banks - Diversified names. JPM ranks #1 (85.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	140,002	$45,826,854
2	BAC	Bank Of America Corp /De/	128,256	$7,308,026
3	C	Citigroup Inc	1,314	$183,907
4	WFC	Wells Fargo & Company/Mn	1,783	$147,347
5	BNY	Bank of New York Mellon Corp	808	$116,844

14 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$45,826,854	140,002	-1.0%	Shares	Sole	2026-08-14
2026-03-31	$41,609,813	141,453	+1.8%	Shares	Sole	2026-05-15
2025-12-31	$44,786,968	138,995	-2.3%	Shares	Sole	2026-02-17
2025-09-30	$44,881,272	142,286	+0.4%	Shares	Sole	2025-11-14
2025-06-30	$41,097,931	141,761	+2.4%	Shares	Sole	2025-08-14
2025-03-31	$33,953,443	138,416	+0.3%	Shares	Sole	2025-06-05
2024-12-31	$33,085,972	138,025	-57.9%	Shares	Sole	2025-06-05
2021-12-31	$51,972,211	328,211	+0.7%	Shares	Other	2022-02-14
2021-09-30	$53,349,189	325,916	-5.8%	Shares	Other	2021-11-15
2021-06-30	$53,802,996	345,911	-9.5%	Shares	Other	2021-08-16
2021-03-31	$58,158,861	382,046	+27.7%	Shares	Other	2021-05-14
2020-12-31	$38,002,951	299,071	+20.5%	Shares	Other	2021-02-12
2020-09-30	$23,902,492	248,286	+33.1%	Shares	Other	2020-11-13
2020-06-30	$17,544,823	186,528	—	Shares	Other	2020-08-14
No filing history on record for this holder in this stock.