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Disclosery

JPMORGAN CHASE & CO: OPRT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JPMORGAN CHASE & CO on OPRT, newest first. How the timeline and the estimate are built.

JPMORGAN CHASE & CO held 172,267 OPRT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 172,267 shares
    Change vs previous 13F +19,690 shares

    <0.01% of the 13F portfolio, value $987,090.

    13F-HR 0000019617-26-000325 filed by JPMORGAN CHASE & CO
    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/A 152,577 shares
    Change vs previous 13F -8,233 shares

    <0.01% of the 13F portfolio, value $675,916.

    13F-HR/A 0000019617-26-000225 filed by JPMORGAN CHASE & CO
    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 160,810 shares
    Change vs previous 13F -59,431 shares

    <0.01% of the 13F portfolio, value $850,685.

    13F-HR 0000019617-26-000083 filed by JPMORGAN CHASE & CO
    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/A 220,241 shares
    Change vs previous 13F -28,083 shares

    <0.01% of the 13F portfolio, value $1,358,886.

    13F-HR/A 0000019617-25-001093 filed by JPMORGAN CHASE & CO
    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 248,324 shares
    Change vs previous 13F +76,695 shares

    <0.01% of the 13F portfolio, value $1,778,000.

    13F-HR 0000919185-25-000009 filed by JPMORGAN CHASE & CO
    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 171,629 shares
    Change vs previous 13F +88,803 shares

    <0.01% of the 13F portfolio, value $942,244.

    13F-HR 0000019617-25-000443 filed by JPMORGAN CHASE & CO
    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 82,826 shares
    Change vs previous 13F +5,901 shares

    <0.01% of the 13F portfolio, value $321,365.

    13F-HR 0000019617-25-000217 filed by JPMORGAN CHASE & CO
    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/A 76,925 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $216,159.

    13F-HR/A 0000019617-24-000675 filed by JPMORGAN CHASE & CO
    Filed (acceptance time not in the bulk data set), ingested

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