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
Q2 		$2.68M Sell
285,021
-380,035
-57% -$3.29M ﹤0.01% 3968
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 $580B AUM 38.23% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
CCM
Corsair Capital Management New York $800M AUM 94.38% 1-Year Est. Return
MI
M3F Inc Salt Lake City, Utah $422M AUM 42.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $138B AUM 41.87% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $419B AUM 43.02% 1-Year Est. Return

JP Morgan Chase's OPFI Position: Q2 2026 in Review

JP Morgan Chase reduced its OppFi (OPFI) stake by 57% in Q2 2026, selling an estimated $3.29M and leaving 285,021 shares worth $2.68M. The position accounts for ﹤0.01% of the portfolio, ranked #3968.

JP Morgan Chase first reported a position in OPFI in Q1 2021 and has held it in 21 quarters since. The position peaked at $8.84M in Q3 2025. 145 funds tracked by Wall St. Rank hold OPFI as of Q2 2026.

  • JP Morgan Chase held 285,021 shares of OppFi worth $2.68M as of Q2 2026.
  • JP Morgan Chase sold 380,035 OppFi shares in Q2 2026, an estimated $3.29M.
  • OppFi made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #3968 holding.
  • JP Morgan Chase first reported a position in OppFi in Q1 2021 and has held it in 21 quarters since.
  • JP Morgan Chase's OppFi position peaked at $8.84M in Q3 2025.
  • 145 funds tracked by Wall St. Rank held OppFi as of Q2 2026.

Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.