JP Morgan Chase
OPRT icon

JP Morgan Chase’s Oportun Financial OPRT Stock Holding History

JP Morgan Chase’s Portfolio OPRT Stock Details OPRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$676K Sell
152,577
-8,233
-5% -$41.9K ﹤0.01% 4818
2025
Q4 		$851K Sell
160,810
-59,431
-27% -$313K ﹤0.01% 4713
2025
Q3 		$1.36M Sell
220,241
-28,083
-11% -$181K ﹤0.01% 4364
2025
Q2 		$1.78M Buy
248,324
+76,695
+45% +$460K ﹤0.01% 3997
2025
Q1 		$942K Buy
171,629
+88,803
+107% +$488K ﹤0.01% 4395
2024
Q4 		$321K Buy
82,826
+5,901
+8% +$19K ﹤0.01% 5266
2024
Q3 		$216K Sell
76,925
-6,963
-8% -$20.2K ﹤0.01% 5372
2024
Q2 		$243K Buy
83,888
+4,224
+5% +$12.8K ﹤0.01% 5064
2024
Q1 		$194K Buy
79,664
+55,977
+236% +$202K ﹤0.01% 5369
2023
Q4 		$92.6K Buy
23,687
+23,447
+9,770% +$100K ﹤0.01% 5771
2023
Q3 		$1.73K Hold
240
– – ﹤0.01% 6571
2023
Q2 		$1.43K Sell
240
-21,558
-99% -$106K ﹤0.01% 6402
2023
Q1 		$84K Buy
21,798
+5,814
+36% +$32.7K ﹤0.01% 5508
2022
Q4 		$88K Buy
15,984
+717
+5% +$3.75K ﹤0.01% 5402
2022
Q3 		$67K Sell
15,267
-14,281
-48% -$102K ﹤0.01% 5445
2022
Q2 		$245K Sell
29,548
-21,501
-42% -$248K ﹤0.01% 4968
2022
Q1 		$732K Sell
51,049
-89,703
-64% -$1.5M ﹤0.01% 4465
2021
Q4 		$2.85M Buy
140,752
+13,453
+11% +$314K ﹤0.01% 3548
2021
Q3 		$3.19M Sell
127,299
-24,437
-16% -$563K ﹤0.01% 3411
2021
Q2 		$3.04M Sell
151,736
-41,282
-21% -$846K ﹤0.01% 3479
2021
Q1 		$4M Sell
193,018
-13,242
-6% -$242K ﹤0.01% 3164
2020
Q4 		$3.99M Buy
206,260
+21,823
+12% +$357K ﹤0.01% 2994
2020
Q3 		$2.21M Sell
184,437
-12,217
-6% -$165K ﹤0.01% 3155
2020
Q2 		$2.64M Buy
196,654
+184,520
+1,521% +$1.72M ﹤0.01% 2916
2020
Q1 		$127K Buy
12,134
+9,770
+413% +$188K ﹤0.01% 4449
2019
Q4 		$56K Sell
2,364
-28,886
-92% -$533K ﹤0.01% 5088
2019
Q3 		$507K Buy
+31,250
New +$507K ﹤0.01% 4168

Other funds holding OPRT

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
FCM
Forager Capital Management Birmingham, Alabama $201M AUM 9.5% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FCM
Findell Capital Management New York $341M AUM 135.6% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LFCM
Long Focus Capital Management San Juan, Puerto Rico $3.8B AUM 7.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SC
Simcoe Capital Spokane, Washington $109M AUM
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return

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

JP Morgan Chase reduced its Oportun Financial (OPRT) stake by 5.1% in Q1 2026, selling an estimated $41.9K and leaving 152,577 shares worth $676K. The position accounts for ﹤0.01% of the portfolio, ranked #4818.

JP Morgan Chase first reported a position in OPRT in Q3 2019 and has held it in 27 quarters since. The position peaked at $4M in Q1 2021. 126 funds tracked by Wall St. Rank hold OPRT as of Q1 2026.

  • JP Morgan Chase held 152,577 shares of Oportun Financial worth $676K as of Q1 2026.
  • JP Morgan Chase sold 8,233 Oportun Financial shares in Q1 2026, an estimated $41.9K.
  • Oportun Financial made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #4818 holding.
  • JP Morgan Chase first reported a position in Oportun Financial in Q3 2019 and has held it in 27 quarters since.
  • JP Morgan Chase's Oportun Financial position peaked at $4M in Q1 2021.
  • 126 funds tracked by Wall St. Rank held Oportun Financial as of Q1 2026.

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