A detailed history of Optima Capital LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Optima Capital LLC holds 790 shares of JPM stock, worth $237,292. This represents 0.12% of its overall portfolio holdings.

Number of Shares
790
Previous 764 3.4%
Holding current value
$237,292
Previous $222 Million 12.55%
% of portfolio
0.12%
Previous 0.12%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 27, 2025

BUY
$282.78 - $316.06 $7,352 - $8,217
26 Added 3.4%
790 $249 Million
Q2 2025

Jul 14, 2025

BUY
$210.28 - $289.91 $160,653 - $221,491
764 New
764 $222 Million

Others Institutions Holding JPM

About JPMORGAN CHASE & CO


  • Ticker JPM
  • Exchange NYSE
  • Sector Financial Services
  • Industry Banks—Diversified
  • Shares Outstandng 2,933,199,872
  • Market Cap $881B
  • Description
  • JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...
More about JPM
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