OFI INVEST ASSET MANAGEMENT
Position in JPM — Jpmorgan Chase & Co
CIK 1977602
ISSY LES MOULINEAUX, I0
Position in JPM
as of Jun 30, 2026
· filed Jul 17, 2026
Position Value
$107,284,371
+$9,351,448 QoQ
Shares Held
327,756
-1.6% QoQ
Ownership
0.012%
of shares outstanding
% of Portfolio
0.98%
of 13F equity value
Holder Rank
#390
of 5,058 holders
Holding Since
Mar 2023
13 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026OFI INVEST ASSET MANAGEMENT holds $379,552,974 across 5 Banks - Diversified names. JPM ranks #2 (28.3% of the industry book) .
All Filings in JPM
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13 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $107,284,371 | 327,756 | Shares | Sole | 2026-07-17 | |
| 2026-03-31 | $97,932,923 | 332,924 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $104,816,877 | 325,296 | Shares | Sole | 2026-01-22 | |
| 2025-09-30 | $133,800,043 | 424,183 | Shares | Sole | 2025-10-14 | |
| 2025-06-30 | $128,169,500 | 442,101 | Shares | Sole | 2025-07-25 | |
| 2025-03-31 | $90,199,508 | 367,711 | Shares | Sole | 2025-05-09 | |
| 2024-12-31 | $88,727,697 | 370,146 | Shares | Sole | 2025-02-07 | |
| 2024-06-30 | $92,951,010 | 459,562 | Shares | Sole | 2024-07-19 | |
| 2024-03-31 | $92,461,885 | 461,617 | Shares | Sole | 2024-04-29 | |
| 2023-12-31 | $75,635,305 | 444,652 | Shares | Sole | 2024-02-14 | |
| 2023-09-30 | $65,190,405 | 449,527 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $61,805,018 | 424,952 | Shares | Sole | 2023-07-31 | |
| 2023-03-31 | $430,099 | 56,046,201 | Shares | Sole | 2023-05-15 | |
| No filing history on record for this holder in this stock. | ||||||