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 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

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Rathbones Group Liverpool, United Kingdom $27.1B AUM 20.2% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

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

Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

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

Optivise Advisory Services's JPM Position: Q2 2026 in Review

Optivise Advisory Services increased its JPMorgan Chase (JPM) stake by 9.9% in Q2 2026, buying an estimated $87.6K and bringing the position to 3,142 shares worth $1.03M. The position accounts for 0.52% of the portfolio, ranked #50.

Optivise Advisory Services first reported a position in JPM in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.27M in Q4 2025. 1,929 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

Optivise Advisory Services held 3,142 shares of JPMorgan Chase worth $1.03M as of Q2 2026.
Optivise Advisory Services bought 282 JPMorgan Chase shares in Q2 2026, an estimated $87.6K.
JPMorgan Chase made up 0.52% of Optivise Advisory Services's portfolio in Q2 2026, its #50 holding.
Optivise Advisory Services first reported a position in JPMorgan Chase in Q2 2024 and has held it in 9 quarters since.
Optivise Advisory Services's JPMorgan Chase position peaked at $1.27M in Q4 2025.
1,929 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Optivise Advisory Services's 13F filing for Q2 2026, filed 13 Jul 2026.