JP Morgan Chase
OTIS icon

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
2021
Q3 		– Sell
-45,000
Closed -$3.68M – 6694
2021
Q2 		$3.68M Buy
+45,000
New +$3.46M ﹤0.01% 3312

Other funds holding OTIS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
VPM
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
Norges Bank
Norges Bank Oslo, Norway $1T AUM
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 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. 1,006 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.
  • 1,006 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.