JP Morgan Chase’s OptimizeRx OPRX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.14K | Sell |
211
-7,154
| -97% | -$41.1K | ﹤0.01% | 7309 |
|
|
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% | +$9.9K | ﹤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
JP Morgan Chase's OPRX Position: Q2 2026 in Review
JP Morgan Chase reduced its OptimizeRx (OPRX) stake by 97% in Q2 2026, selling an estimated $41.1K and leaving 211 shares worth $1.14K. The position accounts for ﹤0.01% of the portfolio, ranked #7309.
JP Morgan Chase first reported a position in OPRX in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.4M in Q4 2022. 112 funds tracked by Wall St. Rank hold OPRX as of Q2 2026.
- JP Morgan Chase held 211 shares of OptimizeRx worth $1.14K as of Q2 2026.
- JP Morgan Chase sold 7,154 OptimizeRx shares in Q2 2026, an estimated $41.1K.
- OptimizeRx made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #7309 holding.
- JP Morgan Chase first reported a position in OptimizeRx in Q4 2018 and has held it in 31 quarters since.
- JP Morgan Chase's OptimizeRx position peaked at $2.4M in Q4 2022.
- 112 funds tracked by Wall St. Rank held OptimizeRx as of Q2 2026.
Based on JP Morgan Chase's 13F filing for Q2 2026, filed 12 Aug 2026.