Opinicus Capital
JPM icon

Opinicus Capital’s JPMorgan Chase JPM Stock Holding History

Opinicus Capital’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$4.93M Sell
14,908
-121
-0.8% -$42.3K 2.66% 10
2026
Q2 		$4.92M Sell
15,029
-127
-0.8% -$39.4K 2.63% 9
2026
Q1 		$4.46M Sell
15,156
-1,581
-9% -$480K 3.14% 6
2025
Q4 		$5.39M Sell
16,737
-933
-5% -$289K 3.76% 4
2025
Q3 		$5.57M Sell
17,670
-487
-3% -$145K 3.86% 4
2025
Q2 		$5.26M Sell
18,157
-16
-0.1% -$4.08K 4% 4
2025
Q1 		$4.46M Sell
18,173
-1,152
-6% -$294K 3.94% 4
2024
Q4 		$4.63M Sell
19,325
-152
-0.8% -$35.4K 3.89% 4
2024
Q3 		$4.11M Buy
19,477
+68
+0.4% +$14.3K 3.28% 6
2024
Q2 		$3.93M Buy
19,409
+341
+2% +$66.7K 3.31% 6
2024
Q1 		$3.82M Buy
19,068
+2,112
+12% +$381K 3.39% 6
2023
Q4 		$2.88M Buy
+16,956
New +$2.57M 2.94% 7

Other funds holding JPM

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return
DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return
Bank Julius Baer & Co
Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return

Opinicus Capital's JPM Position: Q3 2026 in Review

Opinicus Capital reduced its JPMorgan Chase (JPM) stake by 0.81% in Q3 2026, selling an estimated $42.3K and leaving 14,908 shares worth $4.93M. The position accounts for 2.66% of the portfolio, ranked #10.

Opinicus Capital first reported a position in JPM in Q4 2023 and has held it in 12 quarters since. The position peaked at $5.57M in Q3 2025. 2,349 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

  • Opinicus Capital held 14,908 shares of JPMorgan Chase worth $4.93M as of Q3 2026.
  • Opinicus Capital sold 121 JPMorgan Chase shares in Q3 2026, an estimated $42.3K.
  • JPMorgan Chase made up 2.66% of Opinicus Capital's portfolio in Q3 2026, its #10 holding.
  • Opinicus Capital first reported a position in JPMorgan Chase in Q4 2023 and has held it in 12 quarters since.
  • Opinicus Capital's JPMorgan Chase position peaked at $5.57M in Q3 2025.
  • 2,349 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Opinicus Capital's 13F filing for Q3 2026, filed 28 Oct 2026.