JP Morgan Chase
OLO

JP Morgan Chase’s Olo Inc OLO Stock Holding History

JP Morgan Chase’s Portfolio OLO Stock Details OLO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-97,587
Closed -$869K – 7633
2025
Q2 		$869K Buy
97,587
+3,784
+4% +$29.3K ﹤0.01% 4466
2025
Q1 		$567K Sell
93,803
-602,861
-87% -$4.21M ﹤0.01% 4687
2024
Q4 		$5.35M Buy
696,664
+138,157
+25% +$863K ﹤0.01% 3281
2024
Q3 		$2.77M Buy
558,507
+384,196
+220% +$1.9M ﹤0.01% 3718
2024
Q2 		$770K Sell
174,311
-72,120
-29% -$341K ﹤0.01% 4432
2024
Q1 		$1.35M Sell
246,431
-809,404
-77% -$4.42M ﹤0.01% 4132
2023
Q4 		$6.04M Buy
1,055,835
+333,033
+46% +$1.83M ﹤0.01% 2920
2023
Q3 		$4.38M Sell
722,802
-98,963
-12% -$646K ﹤0.01% 2933
2023
Q2 		$5.31M Buy
821,765
+751,118
+1,063% +$5.41M ﹤0.01% 2811
2023
Q1 		$576K Buy
70,647
+16,586
+31% +$128K ﹤0.01% 4405
2022
Q4 		$338K Sell
54,061
-119,964
-69% -$905K ﹤0.01% 4755
2022
Q3 		$1.38M Sell
174,025
-112,811
-39% -$1.08M ﹤0.01% 3771
2022
Q2 		$2.83M Sell
286,836
-212,752
-43% -$2.32M ﹤0.01% 3272
2022
Q1 		$6.62M Buy
499,588
+166,839
+50% +$2.58M ﹤0.01% 2761
2021
Q4 		$6.92M Sell
332,749
-687,099
-67% -$17.9M ﹤0.01% 2769
2021
Q3 		$30.6M Buy
1,019,848
+1,017,963
+54,003% +$36.3M ﹤0.01% 1462
2021
Q2 		$70K Buy
1,885
+1,091
+137% +$34.6K ﹤0.01% 5644
2021
Q1 		$20K Buy
+794
New +$23.9K ﹤0.01% 5702

Other funds holding OLO

SGCA
Steel Grove Capital Advisors Memphis, Tennessee $1.07B AUM 26.35% 1-Year Est. Return
SWGC
Summit Wealth Group (Colorado) Colorado Springs, Colorado $1.21B AUM 30.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
HNB
Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

JP Morgan Chase's OLO Position: Q3 2025 in Review

JP Morgan Chase sold out of Olo Inc (OLO) in Q3 2025, closing a stake of 97,587 shares — an estimated $869K sold.

JP Morgan Chase first reported a position in OLO in Q1 2021 and held it in 18 quarters. The position peaked at $30.6M in Q3 2021. 4 funds tracked by Wall St. Rank hold OLO as of Q3 2025.

  • JP Morgan Chase reported no remaining Olo Inc position as of Q3 2025 after selling out during the quarter.
  • JP Morgan Chase sold 97,587 Olo Inc shares in Q3 2025, an estimated $869K.
  • JP Morgan Chase first reported a position in Olo Inc in Q1 2021 and held it in 18 quarters.
  • JP Morgan Chase's Olo Inc position peaked at $30.6M in Q3 2021.
  • 4 funds tracked by Wall St. Rank held Olo Inc as of Q3 2025.

Based on JP Morgan Chase's 13F filing for Q3 2025, filed 7 Nov 2025.