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OSAIC HOLDINGS, INC.: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OSAIC HOLDINGS, INC. on JPM, newest first. How the timeline and the estimate are built.

OSAIC HOLDINGS, INC. held 1,421,239 JPM shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,421,239 shares
    Change vs previous 13F +86,083 shares

    0.55% of the 13F portfolio, value $465,560,150.

    13F-HR 0001677044-26-000006 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 1,335,156 shares
    Change vs previous 13F +192,199 shares

    0.58% of the 13F portfolio, value $392,989,824.

    13F-HR 0001677044-26-000005 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 1,142,957 shares
    Change vs previous 13F -93,518 shares

    0.54% of the 13F portfolio, value $368,554,832.

    13F-HR 0001677044-26-000002 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 1,236,475 shares
    Change vs previous 13F +249,508 shares

    0.54% of the 13F portfolio, value $383,499,679.

    13F-HR 0001677044-25-000022 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F/A 986,967 shares
    Change vs previous 13F +171,316 shares

    0.5% of the 13F portfolio, value $279,986,354.

    13F-HR/A 0001677044-25-000019 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 815,651 shares
    Change vs previous 13F -85,646 shares

    0.45% of the 13F portfolio, value $200,250,373.

    13F-HR 0001677044-25-000007 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F/A 901,297 shares
    Change vs previous 13F +17,772 shares

    0.44% of the 13F portfolio, value $196,767,959.

    13F-HR/A 0001677044-25-000012 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 883,525 shares
    Change vs previous 13F not available

    0.42% of the 13F portfolio, value $186,419,271.

    13F-HR 0001677044-24-000030 filed by OSAIC HOLDINGS, INC.
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).