JP Morgan Chase
OZK icon

JP Morgan Chase’s Bank OZK OZK Stock Holding History

JP Morgan Chase’s Portfolio OZK Stock Details OZK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$13.6M Sell
304,207
-47,894
-14% -$2.26M ﹤0.01% 2402
2025
Q4 		$16.2M Buy
352,101
+66,225
+23% +$3.1M ﹤0.01% 2246
2025
Q3 		$14.6M Buy
285,876
+51,171
+22% +$2.61M ﹤0.01% 2376
2025
Q2 		$11M Buy
234,705
+5,363
+2% +$235K ﹤0.01% 2463
2025
Q1 		$9.96M Sell
229,342
-15,597
-6% -$738K ﹤0.01% 2549
2024
Q4 		$10.9M Sell
244,939
-532
-0.2% -$24.3K ﹤0.01% 2612
2024
Q3 		$10.6M Sell
245,471
-15,371
-6% -$654K ﹤0.01% 2558
2024
Q2 		$10.7M Sell
260,842
-123,382
-32% -$5.37M ﹤0.01% 2409
2024
Q1 		$17.5M Sell
384,224
-28,494
-7% -$1.28M ﹤0.01% 2001
2023
Q4 		$20.6M Sell
412,718
-45,166
-10% -$1.86M ﹤0.01% 1834
2023
Q3 		$17M Sell
457,884
-22,684
-5% -$919K ﹤0.01% 1819
2023
Q2 		$19.3M Sell
480,568
-102,660
-18% -$3.68M ﹤0.01% 1723
2023
Q1 		$19.9M Buy
583,228
+99,134
+20% +$4.16M ﹤0.01% 1664
2022
Q4 		$19.4M Buy
484,094
+11,251
+2% +$483K ﹤0.01% 1701
2022
Q3 		$18.7M Sell
472,843
-36,275
-7% -$1.46M ﹤0.01% 1625
2022
Q2 		$19.1M Buy
509,118
+102,740
+25% +$4.05M ﹤0.01% 1650
2022
Q1 		$17.4M Buy
406,378
+24,995
+7% +$1.17M ﹤0.01% 1895
2021
Q4 		$17.7M Buy
381,383
+25,183
+7% +$1.15M ﹤0.01% 1917
2021
Q3 		$15.3M Sell
356,200
-72,340
-17% -$3.01M ﹤0.01% 1989
2021
Q2 		$18.1M Sell
428,540
-19,015
-4% -$793K ﹤0.01% 1932
2021
Q1 		$18.3M Buy
447,555
+66,586
+17% +$2.62M ﹤0.01% 1837
2020
Q4 		$11.9M Buy
380,969
+122,379
+47% +$3.31M ﹤0.01% 2067
2020
Q3 		$5.55M Buy
258,590
+466
+0.2% +$10.9K ﹤0.01% 2483
2020
Q2 		$6.06M Buy
258,124
+40,628
+19% +$871K ﹤0.01% 2318
2020
Q1 		$3.63M Sell
217,496
-9,308
-4% -$239K ﹤0.01% 2522
2019
Q4 		$6.92M Sell
226,804
-170,189
-43% -$4.99M ﹤0.01% 2422
2019
Q3 		$10.8M Buy
396,993
+141,947
+56% +$3.95M ﹤0.01% 2082
2019
Q2 		$7.49M Sell
255,046
-11,454
-4% -$355K ﹤0.01% 2327
2019
Q1 		$7.72M Sell
266,500
-312
-0.1% -$9.44K ﹤0.01% 2255
2018
Q4 		$6.09M Sell
266,812
-464,166
-63% -$12.9M ﹤0.01% 2416
2018
Q3 		$27.7M Buy
730,978
+48,920
+7% +$2.01M 0.01% 1406
2018
Q2 		$30.7M Buy
682,058
+58,298
+9% +$2.78M 0.01% 1280
2018
Q1 		$30.1M Buy
623,760
+32,466
+5% +$1.64M 0.01% 1249
2017
Q4 		$28.6M Buy
591,294
+122,333
+26% +$5.68M 0.01% 1313
2017
Q3 		$22.3M Buy
468,961
+48,924
+12% +$2.18M ﹤0.01% 1426
2017
Q2 		$19.7M Sell
420,037
-14,864
-3% -$707K ﹤0.01% 1461
2017
Q1 		$22.6M Buy
434,901
+307,851
+242% +$16.6M 0.01% 1395
2016
Q4 		$6.68M Sell
127,050
-3,857
-3% -$172K ﹤0.01% 2225
2016
Q3 		$5.03M Sell
130,907
-441,647
-77% -$16.7M ﹤0.01% 2253
2016
Q2 		$21.5M Sell
572,554
-7,331
-1% -$289K 0.01% 1344
2016
Q1 		$24.3M Sell
579,885
-33,534
-5% -$1.41M 0.01% 1212
2015
Q4 		$30.3M Buy
613,419
+29,127
+5% +$1.46M 0.01% 1064
2015
Q3 		$25.6M Buy
584,292
+163,675
+39% +$7.13M 0.01% 1114
2015
Q2 		$19.2M Buy
420,617
+161,917
+63% +$6.88M ﹤0.01% 1431
2015
Q1 		$9.55M Buy
258,700
+144,205
+126% +$5.14M ﹤0.01% 1931
2014
Q4 		$4.34M Buy
114,495
+58,145
+103% +$2.03M ﹤0.01% 2493
2014
Q3 		$1.78M Buy
56,350
+4,080
+8% +$132K ﹤0.01% 3005
2014
Q2 		$1.75M Sell
52,270
-4,886
-9% -$152K ﹤0.01% 2607
2014
Q1 		$1.94M Sell
57,156
-63,302
-53% -$1.97M ﹤0.01% 2560
2013
Q4 		$3.41M Sell
120,458
-34,882
-22% -$904K ﹤0.01% 2407
2013
Q3 		$3.72M Sell
155,340
-33,764
-18% -$793K ﹤0.01% 2383
2013
Q2 		$4.1M Buy
+189,104
New +$4.03M ﹤0.01% 2264

Other funds holding OZK

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

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

JP Morgan Chase reduced its Bank OZK (OZK) stake by 14% in Q1 2026, selling an estimated $2.26M and leaving 304,207 shares worth $13.6M. The position accounts for ﹤0.01% of the portfolio, ranked #2402.

JP Morgan Chase first reported a position in OZK in Q2 2013 and has held it in 52 quarters since. The position peaked at $30.7M in Q2 2018. 498 funds tracked by Wall St. Rank hold OZK as of Q1 2026.

  • JP Morgan Chase held 304,207 shares of Bank OZK worth $13.6M as of Q1 2026.
  • JP Morgan Chase sold 47,894 Bank OZK shares in Q1 2026, an estimated $2.26M.
  • Bank OZK made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #2402 holding.
  • JP Morgan Chase first reported a position in Bank OZK in Q2 2013 and has held it in 52 quarters since.
  • JP Morgan Chase's Bank OZK position peaked at $30.7M in Q2 2018.
  • 498 funds tracked by Wall St. Rank held Bank OZK as of Q1 2026.

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