Optivise Advisory Services’s JPMorgan Chase JPM Stock Holding History

Optivise Advisory Services’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 Q3	$1.06M	Buy	3,214 +72	+2%	+$25.2K	0.52%	51
2026 Q2	$1.03M	Buy	3,142 +282	+10%	+$87.6K	0.52%	50
2026 Q1	$841K	Sell	2,860 -1,084	-27%	-$329K	0.51%	52
2025 Q4	$1.27M	Buy	3,944 +794	+25%	+$246K	0.73%	38
2025 Q3	$994K	Buy	3,150 +1,012	+47%	+$301K	0.59%	47
2025 Q2	$620K	Buy	2,138 +100	+5%	+$25.5K	0.32%	80
2025 Q1	$500K	Sell	2,038 -27	-1%	-$6.88K	0.28%	85
2024 Q4	$495K	Sell	2,065 -343	-14%	-$79.9K	0.27%	88
2024 Q3	$508K	Buy	2,408 +181	+8%	+$38.1K	0.27%	77
2024 Q2	$450K	Buy	+2,227	New	+$435K	0.24%	89

Other funds holding JPM

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

Barclays London, United Kingdom $500B AUM 36.84% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $194B AUM 32.2% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Optivise Advisory Services's JPM Position: Q3 2026 in Review

Optivise Advisory Services increased its JPMorgan Chase (JPM) stake by 2.3% in Q3 2026, buying an estimated $25.2K and bringing the position to 3,214 shares worth $1.06M. The position accounts for 0.52% of the portfolio, ranked #51.

Optivise Advisory Services first reported a position in JPM in Q2 2024 and has held it in 10 quarters since. The position peaked at $1.27M in Q4 2025. 3,242 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

Optivise Advisory Services held 3,214 shares of JPMorgan Chase worth $1.06M as of Q3 2026.
Optivise Advisory Services bought 72 JPMorgan Chase shares in Q3 2026, an estimated $25.2K.
JPMorgan Chase made up 0.52% of Optivise Advisory Services's portfolio in Q3 2026, its #51 holding.
Optivise Advisory Services first reported a position in JPMorgan Chase in Q2 2024 and has held it in 10 quarters since.
Optivise Advisory Services's JPMorgan Chase position peaked at $1.27M in Q4 2025.
3,242 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on Optivise Advisory Services's 13F filing for Q3 2026, filed 19 Oct 2026.