JP Morgan Chase
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JP Morgan Chase’s Ooma OOMA Stock Holding History

JP Morgan Chase’s Portfolio OOMA Stock Details OOMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$8.11M Sell
567,206
-8,835
-2% -$111K ﹤0.01% 2871
2025
Q4 		$6.76M Buy
576,041
+22,125
+4% +$252K ﹤0.01% 3049
2025
Q3 		$6.64M Buy
553,916
+44,589
+9% +$546K ﹤0.01% 3115
2025
Q2 		$6.57M Sell
509,327
-108,764
-18% -$1.38M ﹤0.01% 2911
2025
Q1 		$8.09M Buy
618,091
+33,071
+6% +$469K ﹤0.01% 2741
2024
Q4 		$8.23M Sell
585,020
-11,582
-2% -$154K ﹤0.01% 2881
2024
Q3 		$6.8M Sell
596,602
-23,884
-4% -$236K ﹤0.01% 2963
2024
Q2 		$6.16M Buy
620,486
+189,922
+44% +$1.51M ﹤0.01% 2871
2024
Q1 		$3.67M Buy
430,564
+98,195
+30% +$977K ﹤0.01% 3356
2023
Q4 		$3.57M Buy
332,369
+24,291
+8% +$276K ﹤0.01% 3390
2023
Q3 		$4.01M Sell
308,078
-71,535
-19% -$1.01M ﹤0.01% 2996
2023
Q2 		$5.68M Buy
379,613
+46,318
+14% +$610K ﹤0.01% 2765
2023
Q1 		$4.17M Sell
333,295
-5,452
-2% -$73K ﹤0.01% 2978
2022
Q4 		$4.61M Sell
338,747
-15,025
-4% -$222K ﹤0.01% 2888
2022
Q3 		$4.35M Buy
353,772
+237,001
+203% +$2.94M ﹤0.01% 2861
2022
Q2 		$1.38M Sell
116,771
-15,304
-12% -$203K ﹤0.01% 3846
2022
Q1 		$1.98M Sell
132,075
-21,837
-14% -$369K ﹤0.01% 3757
2021
Q4 		$3.15M Buy
153,912
+15,089
+11% +$307K ﹤0.01% 3448
2021
Q3 		$2.58M Sell
138,823
-37,414
-21% -$704K ﹤0.01% 3568
2021
Q2 		$3.33M Sell
176,237
-29,463
-14% -$534K ﹤0.01% 3386
2021
Q1 		$3.26M Sell
205,700
-29,135
-12% -$454K ﹤0.01% 3326
2020
Q4 		$3.38M Buy
234,835
+24,832
+12% +$367K ﹤0.01% 3109
2020
Q3 		$2.78M Sell
210,003
-5,227
-2% -$79.7K ﹤0.01% 3007
2020
Q2 		$3.55M Sell
215,230
-91,908
-30% -$1.15M ﹤0.01% 2714
2020
Q1 		$3.66M Sell
307,138
-31,097
-9% -$393K ﹤0.01% 2515
2019
Q4 		$4.48M Sell
338,235
-9,926
-3% -$121K ﹤0.01% 2770
2019
Q3 		$3.62M Buy
348,161
+39,747
+13% +$465K ﹤0.01% 2968
2019
Q2 		$3.25M Buy
308,414
+9,990
+3% +$127K ﹤0.01% 3011
2019
Q1 		$3.95M Sell
298,424
-3,801
-1% -$57.2K ﹤0.01% 2783
2018
Q4 		$4.19M Buy
302,225
+26,781
+10% +$389K ﹤0.01% 2719
2018
Q3 		$4.57M Buy
275,444
+44,662
+19% +$717K ﹤0.01% 2808
2018
Q2 		$3.27M Sell
230,782
-23,407
-9% -$274K ﹤0.01% 3016
2018
Q1 		$2.77M Buy
254,189
+230,622
+979% +$2.55M ﹤0.01% 3041
2017
Q4 		$282K Buy
23,567
+20,882
+778% +$222K ﹤0.01% 4294
2017
Q3 		$29K Buy
+2,685
New +$23.7K ﹤0.01% 4573
2016
Q2 		– Sell
-390,280
Closed -$2.3M – 4906
2016
Q1 		$2.3M Sell
390,280
-306,920
-44% -$1.96M ﹤0.01% 2627
2015
Q4 		$4.43M Sell
697,200
-7,425
-1% -$53.8K ﹤0.01% 2293
2015
Q3 		$4.9M Buy
+704,625
New +$6.59M ﹤0.01% 2238

Other funds holding OOMA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
TI
Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Marshall Wace
Marshall Wace London, United Kingdom $100B AUM 35.1% 1-Year Est. Return

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

JP Morgan Chase reduced its Ooma (OOMA) stake by 1.5% in Q1 2026, selling an estimated $111K and leaving 567,206 shares worth $8.11M. The position accounts for ﹤0.01% of the portfolio, ranked #2871.

JP Morgan Chase first reported a position in OOMA in Q3 2015 and has held it in 38 quarters since. The position peaked at $8.23M in Q4 2024. 157 funds tracked by Wall St. Rank hold OOMA as of Q1 2026.

  • JP Morgan Chase held 567,206 shares of Ooma worth $8.11M as of Q1 2026.
  • JP Morgan Chase sold 8,835 Ooma shares in Q1 2026, an estimated $111K.
  • Ooma made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2871 holding.
  • JP Morgan Chase first reported a position in Ooma in Q3 2015 and has held it in 38 quarters since.
  • JP Morgan Chase's Ooma position peaked at $8.23M in Q4 2024.
  • 157 funds tracked by Wall St. Rank held Ooma as of Q1 2026.

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