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
2016
Q3 		– Sell
-18,400
Closed -$690K – 4730
2016
Q2 		$690K Buy
+18,400
New +$725K ﹤0.01% 3312

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.