JPMORGAN CHASE & CO

Position in OPRT — Oportun Financial Corp

CIK 19617 NEW YORK, NY

Position in OPRT

as of Mar 31, 2026 · filed May 13, 2026 Compact

Position Value

$703,378

-$147,306 QoQ

Shares Held

152,577

-5.1% QoQ

Ownership

0.334%

of shares outstanding

% of Portfolio

0.00%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 89% Shared 0% None 11%

Financial Services · as of Mar 31, 2026

JPMORGAN CHASE & CO holds $30,733,031,405 across 45 Credit Services names. OPRT ranks #30 (0.0% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	MA	Mastercard Inc	32,656,501	$16,317,147,279
2	AXP	American Express Co	20,408,323	$6,173,109,528
3	V	Visa Inc.	13,630,427	$4,119,660,245
4	COF	Capital One Financial Corp	17,355,846	$3,166,226,974
5	PYPL	PayPal Holdings, Inc.	5,545,053	$250,802,738
6	AFRM	Affirm Holdings, Inc.	5,297,016	$242,709,264
7	SYF	Synchrony Financial	1,639,254	$111,502,048
8	FCFS	FirstCash Holdings, Inc.	515,476	$96,909,488

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$703,378	152,577	-5.1%	Shares	Defined	2026-05-13
2025-12-31	$850,684	160,810	-27.0%	Shares	Defined	2026-02-11
2025-09-30	$1,358,886	220,241	-11.3%	Shares	Defined	2025-11-26
2025-06-30	$1,777,998	248,324	+44.7%	Shares	Defined	2025-08-12
2025-03-31	$942,242	171,629	+107.2%	Shares	Defined	2025-05-12
2024-12-31	$321,364	82,826	+7.7%	Shares	Defined	2025-02-12
2024-09-30	$216,158	76,925	-8.3%	Shares	Defined	2024-12-26
2024-06-30	$243,275	83,888	+5.3%	Shares	Defined	2024-12-26
2024-03-31	$193,583	79,664	+236.3%	Shares	Defined	2024-12-26
2023-12-31	$92,615	23,687	+9769.6%	Shares	Defined	2024-12-26
2023-09-30	$1,732	240	0.0%	Shares	Defined	2023-11-14
2023-06-30	$1,432	240	-98.9%	Shares	Defined	2023-08-11
2023-03-31	$84,139	21,798	+36.4%	Shares	Defined	2023-05-18
2022-12-31	$88,071	15,984	+4.7%	Shares	Defined	2023-02-13
2022-09-30	$66,716	15,267	-48.3%	Shares	Defined	2022-11-14
2022-06-30	$244,360	29,548	-42.1%	Shares	Defined	2022-08-11
2022-03-31	$733,063	51,049	-63.7%	Shares	Defined	2022-05-11
2021-12-31	$2,850,226	140,752	+10.6%	Shares	Defined	2022-02-11
2021-09-30	$3,186,292	127,299	-16.1%	Shares	Defined	2021-11-12
2021-06-30	$3,039,271	151,736	-21.4%	Shares	Defined	2021-08-12
2021-03-31	$3,997,401	193,018	-6.4%	Shares	Defined	2021-05-12
2020-12-31	$3,995,255	206,260	+11.8%	Shares	Defined	2021-02-19
2020-09-30	$2,174,511	184,437	-6.2%	Shares	Defined	2020-11-12
2020-06-30	$2,643,029	196,654	+1520.7%	Shares	Defined	2020-08-11
2020-03-31	$128,012	12,134	—	Shares	Defined	2020-05-12
No filing history on record for this holder in this stock.