Optas LLC’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $4.73M | Sell |
16,313
-124
| -0.8% | -$35.9K | 0.9% | 21 |
|
|
2025
Q1 | $4.03M | Buy |
16,437
+179
| +1% | +$43.9K | 0.7% | 24 |
|
|
2024
Q4 | $3.9M | Buy |
16,258
+287
| +2% | +$68.8K | 0.84% | 25 |
|
|
2024
Q3 | $3.37M | Buy |
15,971
+4,167
| +35% | +$879K | 0.77% | 26 |
|
|
2024
Q2 | $2.39M | Buy |
11,804
+328
| +3% | +$66.3K | 0.61% | 27 |
|
|
2024
Q1 | $2.3M | Buy |
11,476
+84
| +0.7% | +$16.8K | 0.63% | 29 |
|
|
2023
Q4 | $1.94M | Buy |
11,392
+79
| +0.7% | +$13.4K | 0.58% | 31 |
|
|
2023
Q3 | $1.64M | Sell |
11,313
-221
| -2% | -$32.1K | 0.55% | 31 |
|
|
2023
Q2 | $1.68M | Buy |
11,534
+177
| +2% | +$25.7K | 0.56% | 31 |
|
|
2023
Q1 | $1.48M | Sell |
11,357
-30
| -0.3% | -$3.91K | 0.53% | 38 |
|
|
2022
Q4 | $1.53M | Buy |
11,387
+105
| +0.9% | +$14.1K | 0.63% | 27 |
|
|
2022
Q3 | $1.18M | Sell |
11,282
-3,497
| -24% | -$366K | 0.52% | 36 |
|
|
2022
Q2 | $1.67M | Buy |
14,779
+340
| +2% | +$38.4K | 0.68% | 21 |
|
|
2022
Q1 | $1.97M | Buy |
14,439
+498
| +4% | +$67.9K | 0.64% | 26 |
|
|
2021
Q4 | $2.21M | Hold |
13,941
| – | – | 0.63% | 26 |
|
|
2021
Q3 | $2.28M | Buy |
13,941
+67
| +0.5% | +$11K | 0.66% | 22 |
|
|
2021
Q2 | $2.16M | Sell |
13,874
-1,077
| -7% | -$168K | 0.62% | 23 |
|
|
2021
Q1 | $2.28M | Sell |
14,951
-4,059
| -21% | -$618K | 0.71% | 22 |
|
|
2020
Q4 | $2.42M | Sell |
19,010
-9,542
| -33% | -$1.21M | 0.78% | 22 |
|
|
2020
Q3 | $2.75M | Buy |
28,552
+11,087
| +63% | +$1.07M | 0.84% | 23 |
|
|
2020
Q2 | $1.64M | Buy |
17,465
+5,713
| +49% | +$537K | 0.67% | 27 |
|
|
2020
Q1 | $1.06M | Buy |
11,752
+4,783
| +69% | +$431K | 0.53% | 27 |
|
|
2019
Q4 | $972K | Buy |
+6,969
| New | +$972K | 0.38% | 42 |
|