OIA
JPM icon

Optimum Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Optimum Investment Advisors’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
2022
Q3 		– Sell
-1,000
Closed -$1K – 845
2022
Q2 		$1K Buy
+1,000
New +$124K ﹤0.01% 793

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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.