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Optas LLC’s JPMorgan Chase JPM Stock Holding History

Optas LLC’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
Q2 		$5.9M Buy
18,011
+260
+1% +$80.7K 0.83% 19
2026
Q1 		$5.22M Buy
17,751
+461
+3% +$140K 0.79% 18
2025
Q4 		$5.57M Buy
17,290
+894
+5% +$277K 0.87% 18
2025
Q3 		$5.17M Buy
16,396
+83
+0.5% +$24.7K 0.88% 21
2025
Q2 		$4.73M Sell
16,313
-124
-0.8% -$31.6K 0.9% 21
2025
Q1 		$4.03M Buy
16,437
+179
+1% +$45.6K 0.7% 24
2024
Q4 		$3.9M Buy
16,258
+287
+2% +$66.8K 0.84% 25
2024
Q3 		$3.37M Buy
15,971
+4,167
+35% +$878K 0.77% 26
2024
Q2 		$2.39M Buy
11,804
+328
+3% +$64.1K 0.61% 27
2024
Q1 		$2.3M Buy
11,476
+84
+0.7% +$15.2K 0.63% 29
2023
Q4 		$1.94M Buy
11,392
+79
+0.7% +$12K 0.58% 31
2023
Q3 		$1.64M Sell
11,313
-221
-2% -$33.1K 0.55% 31
2023
Q2 		$1.68M Buy
11,534
+177
+2% +$24.3K 0.56% 31
2023
Q1 		$1.48M Sell
11,357
-30
-0.3% -$4.11K 0.53% 38
2022
Q4 		$1.53M Buy
11,387
+105
+0.9% +$13.3K 0.63% 27
2022
Q3 		$1.18M Sell
11,282
-3,497
-24% -$401K 0.52% 36
2022
Q2 		$1.67M Buy
14,779
+340
+2% +$42.1K 0.68% 21
2022
Q1 		$1.97M Buy
14,439
+498
+4% +$73.5K 0.64% 26
2021
Q4 		$2.21M Hold
13,941
– – 0.63% 26
2021
Q3 		$2.28M Buy
13,941
+67
+0.5% +$10.5K 0.66% 22
2021
Q2 		$2.16M Sell
13,874
-1,077
-7% -$169K 0.62% 23
2021
Q1 		$2.28M Sell
14,951
-4,059
-21% -$584K 0.71% 22
2020
Q4 		$2.42M Sell
19,010
-9,542
-33% -$1.07M 0.78% 22
2020
Q3 		$2.75M Buy
28,552
+11,087
+63% +$1.09M 0.84% 23
2020
Q2 		$1.64M Buy
17,465
+5,713
+49% +$542K 0.67% 27
2020
Q1 		$1.06M Buy
11,752
+4,783
+69% +$581K 0.53% 27
2019
Q4 		$972K Buy
+6,969
New +$894K 0.38% 42

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
RG
Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
MBI
Montrusco Bolton Investments Montreal, Quebec, Canada $6.46B AUM 26.7% 1-Year Est. Return

Optas LLC's JPM Position: Q2 2026 in Review

Optas LLC increased its JPMorgan Chase (JPM) stake by 1.5% in Q2 2026, buying an estimated $80.7K and bringing the position to 18,011 shares worth $5.9M. The position accounts for 0.83% of the portfolio, ranked #19.

Optas LLC first reported a position in JPM in Q4 2019 and has held it in 27 quarters since. 1,577 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Optas LLC held 18,011 shares of JPMorgan Chase worth $5.9M as of Q2 2026.
  • Optas LLC bought 260 JPMorgan Chase shares in Q2 2026, an estimated $80.7K.
  • JPMorgan Chase made up 0.83% of Optas LLC's portfolio in Q2 2026, its #19 holding.
  • Optas LLC first reported a position in JPMorgan Chase in Q4 2019 and has held it in 27 quarters since.
  • 1,577 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Optas LLC's 13F filing for Q2 2026, filed 21 Jul 2026.