JP Morgan Chase
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JP Morgan Chase’s Otis Worldwide OTIS Stock Holding History

JP Morgan Chase’s Portfolio OTIS Stock Details OTIS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$220M Sell
3,021,264
-734,052
-20% -$54.8M 0.01% 720
2026
Q1 		$287M Sell
3,755,316
-2,278,675
-38% -$199M 0.02% 570
2025
Q4 		$527M Sell
6,033,991
-1,487,120
-20% -$133M 0.03% 388
2025
Q3 		$688M Sell
7,521,111
-14,593,475
-66% -$1.32B 0.04% 354
2025
Q2 		$2.19B Sell
22,114,586
-15,805,439
-42% -$1.53B 0.14% 144
2025
Q1 		$3.91B Buy
37,920,025
+2,396,134
+7% +$234M 0.29% 78
2024
Q4 		$3.29B Buy
35,523,891
+7,447,860
+27% +$747M 0.25% 85
2024
Q3 		$2.92B Buy
28,076,031
+8,161,946
+41% +$778M 0.22% 100
2024
Q2 		$1.92B Buy
19,914,085
+8,758,249
+79% +$844M 0.16% 130
2024
Q1 		$1.11B Buy
11,155,836
+2,893,161
+35% +$267M 0.09% 222
2023
Q4 		$739M Buy
8,262,675
+722,253
+10% +$60.1M 0.07% 261
2023
Q3 		$606M Buy
7,540,422
+2,442,203
+48% +$209M 0.07% 274
2023
Q2 		$454M Buy
5,098,219
+585,724
+13% +$49.3M 0.05% 340
2023
Q1 		$381M Buy
4,512,495
+200,482
+5% +$16.6M 0.05% 361
2022
Q4 		$338M Sell
4,312,013
-262,973
-6% -$19.4M 0.04% 369
2022
Q3 		$292M Sell
4,574,986
-1,708,085
-27% -$125M 0.04% 386
2022
Q2 		$444M Buy
6,283,071
+543,143
+9% +$40M 0.06% 303
2022
Q1 		$442M Buy
5,739,928
+1,104,899
+24% +$88.3M 0.05% 341
2021
Q4 		$404M Buy
4,635,029
+2,916,030
+170% +$244M 0.05% 391
2021
Q3 		$141M Sell
1,718,999
-73,831
-4% -$6.49M 0.02% 704
2021
Q2 		$147M Sell
1,792,830
-924,835
-34% -$71.2M 0.02% 727
2021
Q1 		$186M Sell
2,717,665
-1,694,519
-38% -$111M 0.02% 601
2020
Q4 		$298M Sell
4,412,184
-44,719
-1% -$2.9M 0.04% 414
2020
Q3 		$278M Sell
4,456,903
-243,772
-5% -$14.9M 0.05% 379
2020
Q2 		$267M Buy
+4,700,675
New +$244M 0.05% 354

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

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

JP Morgan Chase reduced its Otis Worldwide (OTIS) stake by 20% in Q2 2026, selling an estimated $54.8M and leaving 3,021,264 shares worth $220M. The position accounts for 0.01% of the portfolio, ranked #720.

JP Morgan Chase first reported a position in OTIS in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.91B in Q1 2025. 1,225 funds tracked by Wall St. Rank hold OTIS as of Q2 2026.

  • JP Morgan Chase held 3,021,264 shares of Otis Worldwide worth $220M as of Q2 2026.
  • JP Morgan Chase sold 734,052 Otis Worldwide shares in Q2 2026, an estimated $54.8M.
  • Otis Worldwide made up 0.01% of JP Morgan Chase's portfolio in Q2 2026, its #720 holding.
  • JP Morgan Chase first reported a position in Otis Worldwide in Q2 2020 and has held it in 25 quarters since.
  • JP Morgan Chase's Otis Worldwide position peaked at $3.91B in Q1 2025.
  • 1,225 funds tracked by Wall St. Rank held Otis Worldwide as of Q2 2026.

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