JP Morgan Chase
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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
Q1 		– Sell
-102,700
Closed -$8.09M – 7619
2024
Q4 		$8.09M Sell
102,700
-28,200
-22% -$2.19M ﹤0.01% 2902
2024
Q3 		$9.73M Buy
130,900
+69,800
+114% +$6.1M ﹤0.01% 2629
2024
Q2 		$5.72M Hold
61,100
– – ﹤0.01% 2935
2024
Q1 		$6.39M Sell
61,100
-67,400
-52% -$6.22M ﹤0.01% 2878
2023
Q4 		$11.6M Buy
128,500
+118,100
+1,136% +$9.01M ﹤0.01% 2321
2023
Q3 		$848K Hold
10,400
– – ﹤0.01% 4166
2023
Q2 		$721K Buy
+10,400
New +$790K ﹤0.01% 4274
2023
Q1 		– Sell
-800
Closed -$55K – 7088
2022
Q4 		$55K Buy
+800
New +$45.7K ﹤0.01% 5592
2022
Q3 		– Sell
-42,200
Closed -$3.81M – 6741
2022
Q2 		$3.81M Buy
42,200
+40,100
+1,910% +$4.33M ﹤0.01% 3019
2022
Q1 		$317K Buy
+2,100
New +$376K ﹤0.01% 4952
2021
Q2 		– Sell
-15,000
Closed -$3.31M – 6534
2021
Q1 		$3.31M Buy
15,000
+7,200
+92% +$1.81M ﹤0.01% 3317
2020
Q4 		$1.98M Hold
7,800
– – ﹤0.01% 3482
2020
Q3 		$1.67M Sell
7,800
-28,300
-78% -$5.9M ﹤0.01% 3354
2020
Q2 		$7.23M Buy
+36,100
New +$6.13M ﹤0.01% 2163
2019
Q4 		– Sell
-12,500
Closed -$1.23M – 5801
2019
Q3 		$1.23M Buy
+12,500
New +$1.56M ﹤0.01% 3717

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.