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Optima Capital’s JPMorgan Chase JPM Stock Holding History

Optima 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
Q2 		$208K Buy
+637
New +$198K 0.08% 159
2026
Q1 		– Sell
-797
Closed -$257K – 760
2025
Q4 		$257K Buy
797
+7
+0.9% +$2.17K 0.11% 135
2025
Q3 		$249K Buy
790
+26
+3% +$7.73K 0.12% 138
2025
Q2 		$222K Buy
+764
New +$195K 0.12% 146

Other funds holding JPM

Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
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
TWC
TD Waterhouse Canada Toronto, Ontario, Canada $38B AUM 39.14% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
KeyBank National Association
KeyBank National Association Cleveland, Ohio $30.4B AUM 27.51% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Optima Capital's JPM Position: Q2 2026 in Review

Optima Capital opened a new position in JPMorgan Chase (JPM) in Q2 2026: 637 shares worth $208K. The stake represents 0.08% of the portfolio and ranks #159 among its holdings. This is a return to the name: Optima Capital previously reported a position in JPM as recently as Q4 2025.

Optima Capital first reported a position in JPM in Q2 2025 and has held it in 4 quarters since. The position peaked at $257K in Q4 2025. 2,104 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Optima Capital held 637 shares of JPMorgan Chase worth $208K as of Q2 2026.
  • JPMorgan Chase was a new Optima Capital position in Q2 2026.
  • JPMorgan Chase made up 0.08% of Optima Capital's portfolio in Q2 2026, its #159 holding.
  • Optima Capital first reported a position in JPMorgan Chase in Q2 2025 and has held it in 4 quarters since.
  • Optima Capital's JPMorgan Chase position peaked at $257K in Q4 2025.
  • 2,104 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Optima Capital's 13F filing for Q2 2026, filed 24 Jul 2026.