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
2023
Q2 		– Sell
-500
Closed -$17K – 7226
2023
Q1 		$17K Buy
+500
New +$21K ﹤0.01% 6009
2016
Q3 		– Sell
-5,200
Closed -$195K – 4729
2016
Q2 		$195K Buy
+5,200
New +$205K ﹤0.01% 3728

Other funds holding OZK

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

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

JP Morgan Chase reduced its Bank OZK (OZK) stake by 4.8% in Q2 2026, selling an estimated $718K and leaving 289,468 shares worth $15.2M. The position accounts for ﹤0.01% of the portfolio, ranked #2451.

JP Morgan Chase first reported a position in OZK in Q2 2013 and has held it in 53 quarters since. The position peaked at $30.7M in Q2 2018. 529 funds tracked by Wall St. Rank hold OZK as of Q2 2026.

  • JP Morgan Chase held 289,468 shares of Bank OZK worth $15.2M as of Q2 2026.
  • JP Morgan Chase sold 14,739 Bank OZK shares in Q2 2026, an estimated $718K.
  • Bank OZK made up ﹤0.01% of JP Morgan Chase's portfolio in Q2 2026, its #2451 holding.
  • JP Morgan Chase first reported a position in Bank OZK in Q2 2013 and has held it in 53 quarters since.
  • JP Morgan Chase's Bank OZK position peaked at $30.7M in Q2 2018.
  • 529 funds tracked by Wall St. Rank held Bank OZK as of Q2 2026.

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