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Disclosery

JPMORGAN CHASE & CO: OPTU position timeline

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

JPMORGAN CHASE & CO held 8,893,189 OPTU 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 8,893,189 shares
    Change vs previous 13F -1,529,476 shares

    <0.01% of the 13F portfolio, value $13,517,648.

    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 10,422,665 shares
    Change vs previous 13F +3,089,500 shares

    <0.01% of the 13F portfolio, value $13,653,692.

    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 7,333,165 shares
    Change vs previous 13F -1,470,392 shares

    <0.01% of the 13F portfolio, value $12,099,723.

    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 8,803,557 shares
    Change vs previous 13F +879,589 shares

    <0.01% of the 13F portfolio, value $21,216,573.

    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 7,923,968 shares
    Change vs previous 13F +641,966 shares

    <0.01% of the 13F portfolio, value $16,957,291.

    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 7,282,002 shares
    Change vs previous 13F +837,809 shares

    <0.01% of the 13F portfolio, value $19,370,125.

    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 6,444,193 shares
    Change vs previous 13F +4,541,359 shares

    <0.01% of the 13F portfolio, value $15,530,506.

    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 1,902,834 shares
    Change vs previous 13F not available

    <0.01% of the 13F portfolio, value $4,680,972.

    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).