JP Morgan Chase
OPPE

JP Morgan Chase’s WisdomTree European Opportunities Fund OPPE Stock Holding History

JP Morgan Chase’s Portfolio OPPE Stock Details OPPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-41
Closed -$1.6K – 7473
2024
Q3 		$1.6K Buy
+41
New +$1.56K ﹤0.01% 6653
2019
Q3 		– Sell
-4,433
Closed -$133K – 5786
2019
Q2 		$133K Hold
4,433
– – ﹤0.01% 4823
2019
Q1 		$134K Hold
4,433
– – ﹤0.01% 4784
2018
Q4 		$117K Hold
4,433
– – ﹤0.01% 4786
2018
Q3 		$134K Hold
4,433
– – ﹤0.01% 4841
2018
Q2 		$133K Hold
4,433
– – ﹤0.01% 4733
2018
Q1 		$136K Hold
4,433
– – ﹤0.01% 4497
2017
Q4 		$138K Buy
+4,433
New +$137K ﹤0.01% 4549
2016
Q1 		– Sell
-5,095
Closed -$125K – 4740
2015
Q4 		$125K Sell
5,095
-29,274
-85% -$730K ﹤0.01% 3744
2015
Q3 		$805K Sell
34,369
-77,260
-69% -$1.93M ﹤0.01% 3225
2015
Q2 		$2.8M Buy
111,629
+25,897
+30% +$682K ﹤0.01% 2717
2015
Q1 		$2.23M Buy
+85,732
New +$2.21M ﹤0.01% 2815

Other funds holding OPPE

CPA
Cathy Pareto & Associates Coral Gables, Florida $171M AUM 25.52% 1-Year Est. Return
WMG
WESCAP Management Group Glendale, California $508M AUM 18.98% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
BI
Berkeley Inc Boise, Idaho $298M AUM 9.4% 1-Year Est. Return
JIC
Johnson Investment Counsel Cincinnati, Ohio $12.4B AUM 17.21% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
AA
AlphaMark Advisors Ft. Wright, Kentucky $231M AUM 19.98% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WT
Whittier Trust South Pasadena, California $8.86B AUM 28.01% 1-Year Est. Return

JP Morgan Chase's OPPE Position: Q4 2024 in Review

JP Morgan Chase sold out of WisdomTree European Opportunities Fund (OPPE) in Q4 2024, closing a stake of 41 shares — an estimated $1.6K sold.

JP Morgan Chase first reported a position in OPPE in Q1 2015 and held it in 12 quarters. The position peaked at $2.8M in Q2 2015. 24 funds tracked by Wall St. Rank hold OPPE as of Q4 2024.

  • JP Morgan Chase reported no remaining WisdomTree European Opportunities Fund position as of Q4 2024 after selling out during the quarter.
  • JP Morgan Chase sold 41 WisdomTree European Opportunities Fund shares in Q4 2024, an estimated $1.6K.
  • JP Morgan Chase first reported a position in WisdomTree European Opportunities Fund in Q1 2015 and held it in 12 quarters.
  • JP Morgan Chase's WisdomTree European Opportunities Fund position peaked at $2.8M in Q2 2015.
  • 24 funds tracked by Wall St. Rank held WisdomTree European Opportunities Fund as of Q4 2024.

Based on JP Morgan Chase's 13F filing for Q4 2024, filed 12 Feb 2025.