Skip to content
Disclosery

Optas, LLC: JPM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Optas, LLC on JPM, newest first. How the timeline and the estimate are built.

Optas, LLC held 18,011 JPM shares at 2026-06-30 per its 13F-HR filed 2026-07-21.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 18,011 shares
    Change vs previous 13F +260 shares

    0.83% of the 13F portfolio, value $5,895,540.

    13F-HR 0001802961-26-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 17,751 shares
    Change vs previous 13F +461 shares

    0.79% of the 13F portfolio, value $5,221,633.

    13F-HR 0001802961-26-000002 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,290 shares
    Change vs previous 13F +894 shares

    0.87% of the 13F portfolio, value $5,571,185.

    13F-HR 0001802961-26-000001 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,396 shares
    Change vs previous 13F +83 shares

    0.88% of the 13F portfolio, value $5,171,790.

    13F-HR 0001802961-25-000004 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,313 shares
    Change vs previous 13F -124 shares

    0.9% of the 13F portfolio, value $4,729,300.

    13F-HR 0001085146-25-004086 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,437 shares
    Change vs previous 13F +179 shares

    0.7% of the 13F portfolio, value $4,032,032.

    13F-HR 0001085146-25-002171 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 16,258 shares
    Change vs previous 13F +287 shares

    0.84% of the 13F portfolio, value $3,897,324.

    13F-HR 0001085146-25-000492 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 15,971 shares
    Change vs previous 13F not available

    0.77% of the 13F portfolio, value $3,367,588.

    13F-HR 0001085146-24-005208 filed by Optas, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).