Bank OZK’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.12M | Sell |
17,395
-168
| -1% | -$51K | 1.81% | 10 |
|
|
2025
Q4 | $5.66M | Sell |
17,563
-1,134
| -6% | -$351K | 2% | 7 |
|
|
2025
Q3 | $5.9M | Sell |
18,697
-152
| -0.8% | -$45.2K | 2.09% | 7 |
|
|
2025
Q2 | $5.46M | Sell |
18,849
-537
| -3% | -$137K | 2.1% | 6 |
|
|
2025
Q1 | $4.76M | Sell |
19,386
-419
| -2% | -$107K | 1.98% | 7 |
|
|
2024
Q4 | $4.75M | Sell |
19,805
-1,530
| -7% | -$356K | 1.97% | 7 |
|
|
2024
Q3 | $4.5M | Sell |
21,335
-322
| -1% | -$67.8K | 1.86% | 9 |
|
|
2024
Q2 | $4.38M | Sell |
21,657
-8
| -0% | -$1.56K | 1.9% | 8 |
|
|
2024
Q1 | $4.34M | Sell |
21,665
-3
| -0% | -$541 | 1.94% | 10 |
|
|
2023
Q4 | $3.69M | Sell |
21,668
-820
| -4% | -$124K | 1.8% | 11 |
|
|
2023
Q3 | $3.26M | Sell |
22,488
-5,873
| -21% | -$880K | 1.79% | 10 |
|
|
2023
Q2 | $4.12M | Sell |
28,361
-2,686
| -9% | -$369K | 1.96% | 9 |
|
|
2023
Q1 | $4.05M | Sell |
31,047
-392
| -1% | -$53.7K | 2.01% | 9 |
|
|
2022
Q4 | $4.22M | Sell |
31,439
-334
| -1% | -$42.3K | 2.09% | 7 |
|
|
2022
Q3 | $3.32M | Buy |
31,773
+96
| +0.3% | +$11K | 1.8% | 12 |
|
|
2022
Q2 | $3.57M | Sell |
31,677
-195
| -0.6% | -$24.2K | 1.8% | 15 |
|
|
2022
Q1 | $4.34M | Sell |
31,872
-74
| -0.2% | -$10.9K | 1.86% | 12 |
|
|
2021
Q4 | $5.06M | Buy |
31,946
+45
| +0.1% | +$7.39K | 2.06% | 8 |
|
|
2021
Q3 | $5.22M | Sell |
31,901
-368
| -1% | -$57.7K | 2.37% | 3 |
|
|
2021
Q2 | $5.02M | Buy |
32,269
+347
| +1% | +$54.5K | 2.22% | 5 |
|
|
2021
Q1 | $4.86M | Sell |
31,922
-155
| -0.5% | -$22.3K | 2.24% | 6 |
|
|
2020
Q4 | $4.08M | Buy |
32,077
+1,395
| +5% | +$156K | 2% | 8 |
|
|
2020
Q3 | $2.95M | Buy |
30,682
+2,111
| +7% | +$207K | 1.58% | 18 |
|
|
2020
Q2 | $2.69M | Buy |
28,571
+998
| +4% | +$94.7K | 1.53% | 19 |
|
|
2020
Q1 | $2.48M | Buy |
27,573
+235
| +0.9% | +$28.6K | 1.36% | 18 |
|
|
2019
Q4 | $3.81M | Buy |
27,338
+1,100
| +4% | +$141K | 1.51% | 14 |
|
|
2019
Q3 | $3.09M | Buy |
26,238
+477
| +2% | +$54K | 1.36% | 16 |
|
|
2019
Q2 | $2.88M | Buy |
25,761
+753
| +3% | +$83K | 1.25% | 18 |
|
|
2019
Q1 | $2.53M | Buy |
25,008
+1,854
| +8% | +$191K | 1.1% | 22 |
|
|
2018
Q4 | $2.26M | Buy |
23,154
+1,531
| +7% | +$163K | 1.14% | 20 |
|
|
2018
Q3 | $2.44M | Buy |
21,623
+580
| +3% | +$65.8K | 0.97% | 24 |
|
|
2018
Q2 | $2.19M | Buy |
21,043
+1,254
| +6% | +$138K | 0.86% | 24 |
|
|
2018
Q1 | $2.18M | Buy |
19,789
+6,810
| +52% | +$771K | 0.86% | 26 |
|
|
2017
Q4 | $1.39M | Buy |
12,979
+2,423
| +23% | +$245K | 0.53% | 44 |
|
|
2017
Q3 | $1.01M | Sell |
10,556
-22
| -0.2% | -$2.03K | 0.42% | 52 |
|
|
2017
Q2 | $966K | Sell |
10,578
-65
| -0.6% | -$5.61K | 0.34% | 53 |
|
|
2017
Q1 | $935K | Buy |
10,643
+150
| +1% | +$13.2K | 0.3% | 55 |
|
|
2016
Q4 | $905K | Sell |
10,493
-800
| -7% | -$61K | 0.3% | 53 |
|
|
2016
Q3 | $752K | Sell |
11,293
-130
| -1% | -$8.48K | 0.27% | 61 |
|
|
2016
Q2 | $709K | Sell |
11,423
-500
| -4% | -$31.2K | 0.26% | 63 |
|
|
2016
Q1 | $706K | Buy |
11,923
+175
| +1% | +$10.2K | 0.26% | 59 |
|
|
2015
Q4 | $776K | Buy |
11,748
+75
| +0.6% | +$4.88K | 0.27% | 53 |
|
|
2015
Q3 | $711K | Buy |
11,673
+749
| +7% | +$49.1K | 0.27% | 53 |
|
|
2015
Q2 | $740K | Buy |
10,924
+1,532
| +16% | +$100K | 0.26% | 52 |
|
|
2015
Q1 | $569K | Hold |
9,392
| – | – | 0.2% | 63 |
|
|
2014
Q4 | $588K | Buy |
9,392
+2,900
| +45% | +$175K | 0.2% | 60 |
|
|
2014
Q3 | $391K | Sell |
6,492
-2,365
| -27% | -$138K | 0.15% | 82 |
|
|
2014
Q2 | $510K | Buy |
8,857
+2,516
| +40% | +$141K | 0.18% | 75 |
|
|
2014
Q1 | $385K | Buy |
6,341
+640
| +11% | +$37K | 0.14% | 82 |
|
|
2013
Q4 | $333K | Buy |
5,701
+1,700
| +42% | +$93.1K | 0.13% | 88 |
|
|
2013
Q3 | $206K | Buy |
+4,001
| New | +$215K | 0.09% | 103 |
|
Other funds holding JPM
VCM
VPM
Bank OZK's JPM Position: Q1 2026 in Review
Bank OZK reduced its JPMorgan Chase (JPM) stake by 0.96% in Q1 2026, selling an estimated $51K and leaving 17,395 shares worth $5.12M. The position accounts for 1.81% of the portfolio, ranked #10.
Bank OZK first reported a position in JPM in Q3 2013 and has held it in 51 quarters since. The position peaked at $5.9M in Q3 2025. 5,056 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Bank OZK held 17,395 shares of JPMorgan Chase worth $5.12M as of Q1 2026.
- Bank OZK sold 168 JPMorgan Chase shares in Q1 2026, an estimated $51K.
- JPMorgan Chase made up 1.81% of Bank OZK's portfolio in Q1 2026, its #10 holding.
- Bank OZK first reported a position in JPMorgan Chase in Q3 2013 and has held it in 51 quarters since.
- Bank OZK's JPMorgan Chase position peaked at $5.9M in Q3 2025.
- 5,056 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Bank OZK's 13F filing for Q1 2026, filed 13 May 2026.