JP Morgan Chase
OPY icon

JP Morgan Chase’s Oppenheimer Holdings OPY Stock Holding History

JP Morgan Chase’s Portfolio OPY Stock Details OPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.71M Buy
53,824
+3,024
+6% +$253K ﹤0.01% 3365
2025
Q4 		$3.67M Sell
50,800
-18,638
-27% -$1.3M ﹤0.01% 3599
2025
Q3 		$5.13M Buy
69,438
+24,596
+55% +$1.78M ﹤0.01% 3338
2025
Q2 		$2.95M Buy
44,842
+26,643
+146% +$1.63M ﹤0.01% 3615
2025
Q1 		$1.09M Sell
18,199
-741
-4% -$47.9K ﹤0.01% 4283
2024
Q4 		$1.21M Buy
18,940
+1,787
+10% +$104K ﹤0.01% 4483
2024
Q3 		$878K Buy
17,153
+13,747
+404% +$702K ﹤0.01% 4544
2024
Q2 		$163K Buy
3,406
+484
+17% +$20.7K ﹤0.01% 5263
2024
Q1 		$117K Buy
2,922
+1,115
+62% +$43.5K ﹤0.01% 5607
2023
Q4 		$74.7K Buy
1,807
+1,446
+401% +$55.3K ﹤0.01% 5858
2023
Q3 		$13.8K Sell
361
-1,686
-82% -$65.6K ﹤0.01% 6168
2023
Q2 		$82.2K Sell
2,047
-4,151
-67% -$159K ﹤0.01% 5549
2023
Q1 		$242K Buy
6,198
+1,468
+31% +$64.5K ﹤0.01% 4949
2022
Q4 		$200K Buy
4,730
+254
+6% +$9.35K ﹤0.01% 5039
2022
Q3 		$138K Sell
4,476
-251
-5% -$8.78K ﹤0.01% 5135
2022
Q2 		$157K Buy
4,727
+375
+9% +$12.9K ﹤0.01% 5192
2022
Q1 		$190K Sell
4,352
-12,771
-75% -$560K ﹤0.01% 5219
2021
Q4 		$794K Buy
17,123
+10,751
+169% +$530K ﹤0.01% 4547
2021
Q3 		$289K Sell
6,372
-6,150
-49% -$276K ﹤0.01% 5040
2021
Q2 		$637K Sell
12,522
-11,395
-48% -$550K ﹤0.01% 4551
2021
Q1 		$958K Sell
23,917
-22,533
-49% -$835K ﹤0.01% 4268
2020
Q4 		$1.46M Buy
46,450
+17,006
+58% +$479K ﹤0.01% 3708
2020
Q3 		$656K Sell
29,444
-5,180
-15% -$120K ﹤0.01% 3861
2020
Q2 		$755K Sell
34,624
-34,707
-50% -$702K ﹤0.01% 3664
2020
Q1 		$1.37M Sell
69,331
-6,766
-9% -$165K ﹤0.01% 3217
2019
Q4 		$2.09M Buy
76,097
+22,525
+42% +$628K ﹤0.01% 3351
2019
Q3 		$1.61M Buy
53,572
+18,016
+51% +$518K ﹤0.01% 3551
2019
Q2 		$975K Sell
35,556
-126,749
-78% -$3.3M ﹤0.01% 3892
2019
Q1 		$4.22M Buy
162,305
+137,999
+568% +$3.74M ﹤0.01% 2723
2018
Q4 		$622K Sell
24,306
-102,701
-81% -$2.94M ﹤0.01% 4019
2018
Q3 		$4.01M Sell
127,007
-761
-0.6% -$23.5K ﹤0.01% 2919
2018
Q2 		$3.58M Sell
127,768
-14,189
-10% -$395K ﹤0.01% 2956
2018
Q1 		$3.66M Sell
141,957
-20,164
-12% -$543K ﹤0.01% 2832
2017
Q4 		$4.34M Buy
162,121
+45,610
+39% +$1.07M ﹤0.01% 2792
2017
Q3 		$2.01M Buy
116,511
+36,052
+45% +$588K ﹤0.01% 3151
2017
Q2 		$1.32M Buy
80,459
+3,725
+5% +$61.4K ﹤0.01% 3283
2017
Q1 		$1.31M Sell
76,734
-14,218
-16% -$246K ﹤0.01% 3274
2016
Q4 		$1.69M Buy
90,952
+14,418
+19% +$238K ﹤0.01% 3173
2016
Q3 		$1.09M Sell
76,534
-1,539
-2% -$24K ﹤0.01% 3092
2016
Q2 		$1.21M Sell
78,073
-31,883
-29% -$484K ﹤0.01% 3082
2016
Q1 		$1.74M Sell
109,956
-928
-0.8% -$13.8K ﹤0.01% 2778
2015
Q4 		$1.93M Buy
110,884
+950
+0.9% +$17K ﹤0.01% 2778
2015
Q3 		$2.2M Buy
109,934
+650
+0.6% +$14.2K ﹤0.01% 2689
2015
Q2 		$2.87M Buy
109,284
+1,600
+1% +$39.9K ﹤0.01% 2703
2015
Q1 		$2.53M Buy
107,684
+6,023
+6% +$131K ﹤0.01% 2758
2014
Q4 		$2.36M Buy
101,661
+2,209
+2% +$50.4K ﹤0.01% 2872
2014
Q3 		$2.01M Buy
99,452
+12,800
+15% +$296K ﹤0.01% 2920
2014
Q2 		$2.08M Buy
86,652
+8,000
+10% +$197K ﹤0.01% 2513
2014
Q1 		$2.21M Sell
78,652
-1,052
-1% -$26.7K ﹤0.01% 2512
2013
Q4 		$1.98M Sell
79,704
-4,389
-5% -$92.2K ﹤0.01% 2767
2013
Q3 		$1.5M Buy
84,093
+14,748
+21% +$270K ﹤0.01% 2994
2013
Q2 		$1.32M Buy
+69,345
New +$1.3M ﹤0.01% 3084

Other funds holding OPY

JCP
JB Capital Partners Armonk, New York $581M AUM 46.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 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
RC
RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
GWM
Greenwich Wealth Management Greenwich, Connecticut $2.45B AUM 39.53% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

JP Morgan Chase increased its Oppenheimer Holdings (OPY) stake by 6% in Q1 2026, buying an estimated $253K and bringing the position to 53,824 shares worth $4.71M. The position accounts for ﹤0.01% of the portfolio, ranked #3365.

JP Morgan Chase first reported a position in OPY in Q2 2013 and has held it in 52 quarters since. The position peaked at $5.13M in Q3 2025. 116 funds tracked by Wall St. Rank hold OPY as of Q1 2026.

  • JP Morgan Chase held 53,824 shares of Oppenheimer Holdings worth $4.71M as of Q1 2026.
  • JP Morgan Chase bought 3,024 Oppenheimer Holdings shares in Q1 2026, an estimated $253K.
  • Oppenheimer Holdings made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3365 holding.
  • JP Morgan Chase first reported a position in Oppenheimer Holdings in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Oppenheimer Holdings position peaked at $5.13M in Q3 2025.
  • 116 funds tracked by Wall St. Rank held Oppenheimer Holdings as of Q1 2026.

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