JP Morgan Chase
OPFI icon

JP Morgan Chase’s OppFi OPFI Stock Holding History

JP Morgan Chase’s Portfolio OPFI Stock Details OPFI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$5.06M Sell
665,056
-73,224
-10% -$670K ﹤0.01% 3282
2025
Q4 		$7.72M Sell
738,280
-41,978
-5% -$426K ﹤0.01% 2935
2025
Q3 		$8.84M Buy
780,258
+483,859
+163% +$5.43M ﹤0.01% 2829
2025
Q2 		$4.15M Buy
296,399
+287,418
+3,200% +$3.23M ﹤0.01% 3323
2025
Q1 		$83.5K Sell
8,981
-127,327
-93% -$1.42M ﹤0.01% 5654
2024
Q4 		$1.04M Buy
136,308
+99,723
+273% +$630K ﹤0.01% 4603
2024
Q3 		$173K Buy
36,585
+26,742
+272% +$111K ﹤0.01% 5470
2024
Q2 		$33.4K Sell
9,843
-5,300
-35% -$16.1K ﹤0.01% 6001
2024
Q1 		$37.9K Buy
15,143
+8,169
+117% +$27.8K ﹤0.01% 6035
2023
Q4 		$35.7K Hold
6,974
– – ﹤0.01% 6109
2023
Q3 		$17.6K Sell
6,974
-1,971
-22% -$4.59K ﹤0.01% 6096
2023
Q2 		$18.2K Buy
8,945
+1,568
+21% +$3.26K ﹤0.01% 5935
2023
Q1 		$15K Sell
7,377
-2,038
-22% -$4.28K ﹤0.01% 6040
2022
Q4 		$19K Buy
9,415
+719
+8% +$1.62K ﹤0.01% 5905
2022
Q3 		$20K Hold
8,696
– – ﹤0.01% 5804
2022
Q2 		$29K Buy
8,696
+7,196
+480% +$23.2K ﹤0.01% 5808
2022
Q1 		$5K Hold
1,500
– – ﹤0.01% 6324
2021
Q4 		$7K Sell
1,500
-1,161
-44% -$6.99K ﹤0.01% 6384
2021
Q3 		$21K Buy
+2,661
New +$23.4K ﹤0.01% 6035
2021
Q2 		– Sell
-347,070
Closed -$3.54M – 6538
2021
Q1 		$3.54M Buy
+347,070
New +$3.63M ﹤0.01% 3264

Other funds holding OPFI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

JP Morgan Chase reduced its OppFi (OPFI) stake by 9.9% in Q1 2026, selling an estimated $670K and leaving 665,056 shares worth $5.06M. The position accounts for ﹤0.01% of the portfolio, ranked #3282.

JP Morgan Chase first reported a position in OPFI in Q1 2021 and has held it in 20 quarters since. The position peaked at $8.84M in Q3 2025. 146 funds tracked by Wall St. Rank hold OPFI as of Q1 2026.

  • JP Morgan Chase held 665,056 shares of OppFi worth $5.06M as of Q1 2026.
  • JP Morgan Chase sold 73,224 OppFi shares in Q1 2026, an estimated $670K.
  • OppFi made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3282 holding.
  • JP Morgan Chase first reported a position in OppFi in Q1 2021 and has held it in 20 quarters since.
  • JP Morgan Chase's OppFi position peaked at $8.84M in Q3 2025.
  • 146 funds tracked by Wall St. Rank held OppFi as of Q1 2026.

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