Optimum Investment Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q3 | $3.77M | Sell |
11,946
-293
| -2% | -$87.1K | 1.5% | 14 |
|
|
2025
Q2 | $3.55M | Buy |
12,239
+10
| +0.1% | +$2.55K | 1.54% | 12 |
|
|
2025
Q1 | $3M | Sell |
12,229
-697
| -5% | -$178K | 1.41% | 13 |
|
|
2024
Q4 | $3.1M | Sell |
12,926
-219
| -2% | -$51K | 1.37% | 13 |
|
|
2024
Q3 | $2.77M | Sell |
13,145
-206
| -2% | -$43.4K | 1.2% | 13 |
|
|
2024
Q2 | $2.7M | Sell |
13,351
-712
| -5% | -$139K | 1.21% | 12 |
|
|
2024
Q1 | $2.82M | Hold |
14,063
| – | – | 1.29% | 12 |
|
|
2023
Q4 | $2.39M | Sell |
14,063
-1,736
| -11% | -$263K | 1.2% | 11 |
|
|
2023
Q3 | $2.29M | Buy |
15,799
+430
| +3% | +$64.5K | 1.17% | 11 |
|
|
2023
Q2 | $2.24M | Buy |
15,369
+190
| +1% | +$26.1K | 1.09% | 12 |
|
|
2023
Q1 | $1.98M | Sell |
15,179
-1,250
| -8% | -$171K | 1.04% | 16 |
|
|
2022
Q4 | $2.2M | Sell |
16,429
-300
| -2% | -$38K | 1.19% | 11 |
|
|
2022
Q3 | $1.75M | Buy |
16,729
+10
| +0.1% | +$1.15K | 0.94% | 16 |
|
|
2022
Q2 | $1.88M | Buy |
16,719
+54
| +0.3% | +$6.69K | 0.94% | 17 |
|
|
2022
Q1 | $2.27M | Sell |
16,665
-210
| -1% | -$31K | 0.96% | 16 |
|
|
2021
Q4 | $2.67M | Buy |
16,875
+103
| +0.6% | +$16.9K | 1.04% | 16 |
|
|
2021
Q3 | $2.75M | Sell |
16,772
-6,771
| -29% | -$1.06M | 1.16% | 12 |
|
|
2021
Q2 | $3.66M | Sell |
23,543
-6,392
| -21% | -$1M | 1.14% | 13 |
|
|
2021
Q1 | $4.56M | Sell |
29,935
-1,148
| -4% | -$165K | 1.33% | 12 |
|
|
2020
Q4 | $3.95M | Sell |
31,083
-2
| -0% | -$224 | 1.2% | 13 |
|
|
2020
Q3 | $2.99M | Sell |
31,085
-336
| -1% | -$33K | 1% | 16 |
|
|
2020
Q2 | $2.96M | Buy |
31,421
+656
| +2% | +$62.2K | 1.03% | 18 |
|
|
2020
Q1 | $2.77M | Buy |
30,765
+100
| +0.3% | +$12.1K | 1.14% | 17 |
|
|
2019
Q4 | $4.28M | Sell |
30,665
-410
| -1% | -$52.6K | 1.27% | 14 |
|
|
2019
Q3 | $3.66M | Sell |
31,075
-462
| -1% | -$52.3K | 1.15% | 16 |
|
|
2019
Q2 | $3.53M | Sell |
31,537
-218
| -0.7% | -$24K | 1.14% | 15 |
|
|
2019
Q1 | $3.21M | Sell |
31,755
-1,184
| -4% | -$122K | 1.06% | 18 |
|
|
2018
Q4 | $3.22M | Sell |
32,939
-3,558
| -10% | -$379K | 1.11% | 17 |
|
|
2018
Q3 | $4.12M | Buy |
36,497
+85
| +0.2% | +$9.65K | 1.14% | 15 |
|
|
2018
Q2 | $3.79M | Sell |
36,412
-917
| -2% | -$101K | 1.09% | 16 |
|
|
2018
Q1 | $4.11M | Buy |
37,329
+352
| +1% | +$39.9K | 1.21% | 12 |
|
|
2017
Q4 | $3.95M | Buy |
36,977
+91
| +0.2% | +$9.21K | 1.26% | 14 |
|
|
2017
Q3 | $3.52M | Buy |
36,886
+307
| +0.8% | +$28.3K | 1.18% | 16 |
|
|
2017
Q2 | $3.34M | Sell |
36,579
-1,570
| -4% | -$135K | 1.16% | 14 |
|
|
2017
Q1 | $3.35M | Sell |
38,149
-287
| -0.7% | -$25.3K | 1.19% | 12 |
|
|
2016
Q4 | $3.32M | Sell |
38,436
-690
| -2% | -$52.6K | 1.25% | 12 |
|
|
2016
Q3 | $2.6M | Sell |
39,126
-644
| -2% | -$42K | 0.98% | 19 |
|
|
2016
Q2 | $2.47M | Sell |
39,770
-1,033
| -3% | -$64.5K | 0.96% | 18 |
|
|
2016
Q1 | $2.42M | Sell |
40,803
-120
| -0.3% | -$7.01K | 0.95% | 18 |
|
|
2015
Q4 | $2.7M | Buy |
40,923
+1,185
| +3% | +$77.2K | 1.05% | 16 |
|
|
2015
Q3 | $2.42M | Buy |
+39,738
| New | +$2.6M | 0.98% | 17 |
|
|
2015
Q1 | $2.43M | Sell |
40,137
-39,083
| -49% | -$2.31M | 0.77% | 24 |
|
|
2014
Q4 | $2.52M | Buy |
79,220
+39,323
| +99% | +$2.37M | 0.81% | 27 |
|
|
2014
Q3 | $2.4M | Sell |
39,897
-23
| -0.1% | -$1.34K | 0.8% | 28 |
|
|
2014
Q2 | $2.3M | Buy |
39,920
+1,580
| +4% | +$88.8K | 0.74% | 27 |
|
|
2014
Q1 | $2.33M | Sell |
38,340
-950
| -2% | -$54.9K | 0.87% | 25 |
|
|
2013
Q4 | $2.3M | Buy |
39,290
+270
| +0.7% | +$14.8K | 0.86% | 26 |
|
|
2013
Q3 | $2.02M | Buy |
+39,020
| New | +$2.09M | 0.83% | 27 |
|
Other funds holding JPM
Optimum Investment Advisors's JPM Position: Q3 2025 in Review
Optimum Investment Advisors reduced its JPMorgan Chase (JPM) stake by 2.4% in Q3 2025, selling an estimated $87.1K and leaving 11,946 shares worth $3.77M. The position accounts for 1.5% of the portfolio, ranked #14.
Optimum Investment Advisors first reported a position in JPM in Q3 2013 and has held it in 48 quarters since. The position peaked at $4.56M in Q1 2021. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.
- Optimum Investment Advisors held 11,946 shares of JPMorgan Chase worth $3.77M as of Q3 2025.
- Optimum Investment Advisors sold 293 JPMorgan Chase shares in Q3 2025, an estimated $87.1K.
- JPMorgan Chase made up 1.5% of Optimum Investment Advisors's portfolio in Q3 2025, its #14 holding.
- Optimum Investment Advisors first reported a position in JPMorgan Chase in Q3 2013 and has held it in 48 quarters since.
- Optimum Investment Advisors's JPMorgan Chase position peaked at $4.56M in Q1 2021.
- 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.
Based on Optimum Investment Advisors's 13F filing for Q3 2025, filed 21 Oct 2025.