Position in JPM
as of Jun 30, 2026
· filed Jul 21, 2026
Position Value
$5,895,539
+$673,906 QoQ
Shares Held
18,011
+1.5% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
1.33%
of 13F equity value
Holder Rank
#1,944
of 5,057 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in JPM Over Time
Shares Held
Position Value (USD)
Position in Banks - Diversified
Financial Services · as of Jun 30, 2026Optas, LLC holds $14,082,049 across 13 Banks - Diversified names. JPM ranks #1 (41.9% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | JPM |
Jpmorgan Chase & Co
This page
|
18,011 | $5,895,539 | |
| 2 | BAC |
Bank Of America Corp /De/
|
20,983 | $1,195,611 | |
| 3 | C |
Citigroup Inc
|
7,730 | $1,081,890 | |
| 4 | HSBC |
Hsbc Holdings PLC
|
9,393 | $893,179 | |
| 5 | WFC |
Wells Fargo & Company/Mn
|
9,721 | $803,343 | |
| 6 | MUFG |
Mitsubishi Ufj Financial Group Inc
|
39,959 | $794,784 | |
| 7 | BBVA |
Banco Bilbao Vizcaya Argentaria, S.A.
|
27,560 | $690,653 | |
| 8 | BNY |
Bank of New York Mellon Corp
|
4,304 | $622,400 |
All Filings in JPM
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $5,895,539 | 18,011 | Shares | Sole | 2026-07-21 | |
| 2026-03-31 | $5,221,633 | 17,751 | Shares | Other | 2026-04-27 | |
| 2025-12-31 | $5,571,182 | 17,290 | Shares | Other | 2026-01-27 | |
| 2025-09-30 | $5,171,789 | 16,396 | Shares | Other | 2025-10-15 | |
| 2025-06-30 | $4,729,299 | 16,313 | Shares | Sole | 2025-07-23 | |
| 2025-03-31 | $4,031,995 | 16,437 | Shares | Other | 2025-04-17 | |
| 2024-12-31 | $3,897,203 | 16,258 | Shares | Other | 2025-01-24 | |
| 2024-09-30 | $3,367,643 | 15,971 | Shares | Other | 2024-10-29 | |
| 2024-06-30 | $2,387,475 | 11,804 | Shares | Other | 2024-07-25 | |
| 2024-03-31 | $2,298,641 | 11,476 | Shares | Other | 2024-04-18 | |
| 2023-12-31 | $1,937,778 | 11,392 | Shares | Other | 2024-01-26 | |
| 2023-09-30 | $1,640,610 | 11,313 | Shares | Other | 2023-10-31 | |
| 2023-06-30 | $1,677,502 | 11,534 | Shares | Other | 2023-07-20 | |
| 2023-03-31 | $1,479,929 | 11,357 | Shares | Other | 2023-04-18 | |
| 2022-12-31 | $1,526,994 | 11,387 | Shares | Other | 2023-01-30 | |
| 2022-09-30 | $1,178,969 | 11,282 | Shares | Sole | 2022-11-01 | |
| 2022-06-30 | $1,664,261 | 14,779 | Shares | Other | 2022-08-01 | |
| 2022-03-31 | $1,968,322 | 14,439 | Shares | Other | 2022-04-26 | |
| 2021-12-31 | $2,207,554 | 13,941 | Shares | Other | 2022-01-26 | |
| 2021-09-30 | $2,282,000 | 13,941 | Shares | Other | 2021-10-14 | |
| 2021-06-30 | $2,157,959 | 13,874 | Shares | Sole | 2021-07-27 | |
| 2021-03-31 | $2,275,988 | 14,951 | Shares | Other | 2021-04-19 | |
| 2020-12-31 | $2,415,597 | 19,010 | Shares | Other | 2021-01-27 | |
| 2020-09-30 | $2,748,693 | 28,552 | Shares | Other | 2020-10-23 | |
| 2020-06-30 | $1,642,757 | 17,465 | Shares | Other | 2020-07-31 | |
| 2020-03-31 | $1,058,032 | 11,752 | Shares | Sole | 2020-04-14 | |
| No filing history on record for this holder in this stock. | ||||||