JP Morgan Chase
OKTA icon

JP Morgan Chase’s Okta OKTA Stock Holding History

JP Morgan Chase’s Portfolio OKTA Stock Details OKTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-500
Closed -$52.6K – 7491
2025
Q1 		$52.6K Sell
500
-118,900
-100% -$11.6M ﹤0.01% 5862
2024
Q4 		$9.41M Sell
119,400
-54,400
-31% -$4.22M ﹤0.01% 2749
2024
Q3 		$12.9M Buy
173,800
+111,500
+179% +$9.74M ﹤0.01% 2388
2024
Q2 		$5.83M Sell
62,300
-1,100
-2% -$104K ﹤0.01% 2920
2024
Q1 		$6.63M Buy
63,400
+18,100
+40% +$1.67M ﹤0.01% 2846
2023
Q4 		$4.1M Buy
45,300
+43,800
+2,920% +$3.34M ﹤0.01% 3263
2023
Q3 		$122K Buy
+1,500
New +$114K ﹤0.01% 5356
2023
Q2 		– Sell
-700
Closed -$60K – 7222
2023
Q1 		$60K Buy
+700
New +$53.3K ﹤0.01% 5642
2022
Q4 		– Sell
-50,100
Closed -$2.85M – 6860
2022
Q3 		$2.85M Buy
50,100
+3,300
+7% +$284K ﹤0.01% 3183
2022
Q2 		$4.23M Sell
46,800
-7,700
-14% -$832K ﹤0.01% 2929
2022
Q1 		$8.23M Sell
54,500
-39,800
-42% -$7.13M ﹤0.01% 2570
2021
Q4 		$21.1M Buy
+94,300
New +$22.5M ﹤0.01% 1784
2021
Q1 		– Sell
-15,000
Closed -$3.81M – 6260
2020
Q4 		$3.81M Hold
15,000
– – ﹤0.01% 3024
2020
Q3 		$3.2M Buy
15,000
+9,000
+150% +$1.88M ﹤0.01% 2912
2020
Q2 		$1.2M Buy
+6,000
New +$1.02M ﹤0.01% 3409
2018
Q4 		– Sell
-27,400
Closed -$1.93M – 5852
2018
Q3 		$1.93M Buy
+27,400
New +$1.63M ﹤0.01% 3490

Other funds holding OKTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

JP Morgan Chase's OKTA Position: Q1 2026 in Review

JP Morgan Chase increased its Okta (OKTA) stake by 4.4% in Q1 2026, buying an estimated $7.97M and bringing the position to 2,275,474 shares worth $172M. The position accounts for 0.01% of the portfolio, ranked #757.

JP Morgan Chase first reported a position in OKTA in Q2 2017 and has held it in 36 quarters since. The position peaked at $395M in Q3 2020. 731 funds tracked by Wall St. Rank hold OKTA as of Q1 2026.

  • JP Morgan Chase held 2,275,474 shares of Okta worth $172M as of Q1 2026.
  • JP Morgan Chase bought 96,078 Okta shares in Q1 2026, an estimated $7.97M.
  • Okta made up 0.01% of JP Morgan Chase's portfolio in Q1 2026, its #757 holding.
  • JP Morgan Chase first reported a position in Okta in Q2 2017 and has held it in 36 quarters since.
  • JP Morgan Chase's Okta position peaked at $395M in Q3 2020.
  • 731 funds tracked by Wall St. Rank held Okta as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.