JP Morgan Chase
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JP Morgan Chase’s OptimizeRx OPRX Stock Holding History

JP Morgan Chase’s Portfolio OPRX Stock Details OPRX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$47.6K Sell
7,365
-808
-10% -$7.5K ﹤0.01% 6220
2025
Q4 		$100K Buy
8,173
+1,609
+25% +$26.3K ﹤0.01% 5893
2025
Q3 		$135K Sell
6,564
-1,673
-20% -$26.5K ﹤0.01% 5744
2025
Q2 		$111K Sell
8,237
-835
-9% -$9.13K ﹤0.01% 5557
2025
Q1 		$78.6K Sell
9,072
-50,880
-85% -$311K ﹤0.01% 5683
2024
Q4 		$291K Buy
59,952
+52,169
+670% +$292K ﹤0.01% 5311
2024
Q3 		$60.1K Sell
7,783
-104,750
-93% -$931K ﹤0.01% 5925
2024
Q2 		$1.13M Sell
112,533
-26,515
-19% -$291K ﹤0.01% 4194
2024
Q1 		$1.69M Buy
139,048
+12,152
+10% +$176K ﹤0.01% 3975
2023
Q4 		$1.82M Buy
126,896
+1,993
+2% +$19.1K ﹤0.01% 3904
2023
Q3 		$972K Sell
124,903
-9,620
-7% -$105K ﹤0.01% 4091
2023
Q2 		$1.92M Sell
134,523
-6,455
-5% -$91.9K ﹤0.01% 3576
2023
Q1 		$2.06M Sell
140,978
-2,117
-1% -$35.4K ﹤0.01% 3520
2022
Q4 		$2.4M Buy
143,095
+133,358
+1,370% +$2.31M ﹤0.01% 3419
2022
Q3 		$144K Buy
9,737
+208
+2% +$4.11K ﹤0.01% 5111
2022
Q2 		$261K Sell
9,529
-3,706
-28% -$110K ﹤0.01% 4934
2022
Q1 		$499K Buy
13,235
+1,920
+17% +$85K ﹤0.01% 4692
2021
Q4 		$702K Buy
11,315
+4,808
+74% +$364K ﹤0.01% 4623
2021
Q3 		$556K Sell
6,507
-68
-1% -$4.27K ﹤0.01% 4664
2021
Q2 		$407K Buy
6,575
+435
+7% +$22.1K ﹤0.01% 4825
2021
Q1 		$299K Sell
6,140
-438
-7% -$21.1K ﹤0.01% 4970
2020
Q4 		$205K Buy
6,578
+1,147
+21% +$28.1K ﹤0.01% 4799
2020
Q3 		$115K Buy
5,431
+577
+12% +$9.91K ﹤0.01% 4629
2020
Q2 		$63K Buy
4,854
+436
+10% +$4.74K ﹤0.01% 4745
2020
Q1 		$40K Sell
4,418
-106
-2% -$1.01K ﹤0.01% 4787
2019
Q4 		$46K Hold
4,524
– – ﹤0.01% 5154
2019
Q3 		$66K Sell
4,524
-8,343
-65% -$129K ﹤0.01% 5050
2019
Q2 		$199K Sell
12,867
-36,563
-74% -$494K ﹤0.01% 4669
2019
Q1 		$629K Buy
49,430
+15,745
+47% +$205K ﹤0.01% 4075
2018
Q4 		$370K Buy
+33,685
New +$498K ﹤0.01% 4289

Other funds holding OPRX

WCA
Whetstone Capital Advisors Shawnee Mission, Kansas $288M AUM 44.06% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PHP
Parkman Healthcare Partners Stamford, Connecticut $970M AUM 79.46% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
RHJA
Rice Hall James & Associates San Diego, California $1.8B AUM 36.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

JP Morgan Chase reduced its OptimizeRx (OPRX) stake by 9.9% in Q1 2026, selling an estimated $7.5K and leaving 7,365 shares worth $47.6K. The position accounts for ﹤0.01% of the portfolio, ranked #6220.

JP Morgan Chase first reported a position in OPRX in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.4M in Q4 2022. 127 funds tracked by Wall St. Rank hold OPRX as of Q1 2026.

  • JP Morgan Chase held 7,365 shares of OptimizeRx worth $47.6K as of Q1 2026.
  • JP Morgan Chase sold 808 OptimizeRx shares in Q1 2026, an estimated $7.5K.
  • OptimizeRx made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #6220 holding.
  • JP Morgan Chase first reported a position in OptimizeRx in Q4 2018 and has held it in 30 quarters since.
  • JP Morgan Chase's OptimizeRx position peaked at $2.4M in Q4 2022.
  • 127 funds tracked by Wall St. Rank held OptimizeRx as of Q1 2026.

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