Ownership history in Optas, LLC · 25 quarters on record
This page tracks every 13F SEC filing in which Optas, LLC reported a position in JPMORGAN CHASE & CO (JPM). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 17,290 | +894 | +5.5% | 0.87% | $5.6M | $320.77 |
| 2025 Q3 | ADDED | 16,396 | +83 | +0.5% | 0.88% | $5.2M | $312.49 |
| 2025 Q2 | REDUCED | 16,313 | -124 | -0.8% | 0.90% | $4.7M | $285.83 |
| 2025 Q1 | ADDED | 16,437 | +179 | +1.1% | 0.70% | $4.0M | $240.37 |
| 2024 Q4 | ADDED | 16,258 | +287 | +1.8% | 0.84% | $3.9M | $233.69 |
| 2024 Q3 | ADDED | 15,971 | +4,167 | +35.3% | 0.77% | $3.4M | $204.31 |
| 2024 Q2 | ADDED | 11,804 | +328 | +2.9% | 0.61% | $2.4M | $194.90 |
| 2024 Q1 | ADDED | 11,476 | +84 | +0.7% | 0.63% | $2.3M | $191.89 |
| 2023 Q4 | ADDED | 11,392 | +79 | +0.7% | 0.58% | $1.9M | $161.96 |
| 2023 Q3 | REDUCED | 11,313 | -221 | -1.9% | 0.55% | $1.6M | $137.07 |
As of 2025 Q4 — sorted by position size