Position in JPM
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$465,214,159
+$72,464,673 QoQ
Shares Held
1,421,239
+6.4% QoQ
Ownership
0.053%
of shares outstanding
% of Portfolio
1.21%
of 13F equity value
Holder Rank
#156
of 5,056 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 16%
Shared 0%
None 84%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OSAIC HOLDINGS, INC. holds $873,814,131 across 19 Banks - Diversified names. JPM ranks #1 (53.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
1,421,239 | $465,214,159 | |
| 2 | BAC |
Bank Of America Corp /De/
|
2,777,314 | $158,251,349 | |
| 3 | C |
Citigroup Inc
|
706,285 | $98,851,645 | |
| 4 | WFC |
Wells Fargo & Company/Mn
|
691,880 | $57,176,961 | |
| 5 | BNY |
Bank of New York Mellon Corp
|
340,506 | $49,240,570 | |
| 6 | RY |
Royal Bank Of Canada
|
42,172 | $8,728,337 | |
| 7 | TD |
Toronto Dominion Bank
|
57,696 | $7,006,024 | |
| 8 | BMO |
Bank Of Montreal /Can/
|
22,646 | $4,001,547 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $465,214,159 | 1,421,239 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $392,749,486 | 1,335,156 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $368,283,601 | 1,142,957 | Shares | Sole | 2026-02-17 | |
| 2025-09-30 | $390,021,307 | 1,236,475 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $286,131,601 | 986,967 | Shares | Defined | 2025-09-04 | |
| 2025-03-31 | $200,079,189 | 815,651 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $216,049,900 | 901,297 | Shares | Defined | 2025-06-06 | |
| 2024-09-30 | $186,300,078 | 883,525 | Shares | Defined | 2024-11-13 | |
| 2024-06-30 | $187,913,492 | 929,069 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $201,584,119 | 1,006,411 | Shares | Defined | 2024-05-10 | |
| 2023-12-31 | $231,738,963 | 1,362,369 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $257,115,090 | 1,773,112 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $197,483,661 | 1,357,836 | Shares | Defined | 2023-08-21 | |
| 2023-03-31 | $172,964,627 | 1,327,332 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $177,004,082 | 1,319,941 | Shares | Defined | 2023-02-10 | |
| 2022-09-30 | $125,410,029 | 1,200,096 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $130,218,145 | 1,156,364 | Shares | Defined | 2022-08-10 | |
| 2022-03-31 | $145,707,988 | 1,117,717 | Shares | Defined | 2022-05-04 | |
| 2021-12-31 | $175,154,414 | 1,106,122 | Shares | Defined | 2022-02-03 | |
| 2021-09-30 | $172,887,571 | 1,056,189 | Shares | Defined | 2021-11-05 | |
| 2021-06-30 | $160,116,916 | 1,029,426 | Shares | Defined | 2021-08-02 | |
| 2021-03-31 | $151,926,602 | 998,007 | Shares | Defined | 2021-05-13 | |
| 2020-12-31 | $122,261,921 | 962,162 | Shares | Defined | 2021-02-10 | |
| 2020-09-30 | $94,635,523 | 983,022 | Shares | Defined | 2020-11-12 | |
| 2020-06-30 | $85,196,906 | 905,772 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $78,086,275 | 4,832,507 | Shares | Defined | 2020-05-18 | |
| No filing history on record for this holder in this stock. | ||||||