JP Morgan Chase’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $676K | Sell |
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|
2025
Q4 | $851K | Sell |
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|
2025
Q3 | $1.36M | Sell |
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|
2025
Q2 | $1.78M | Buy |
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|
2025
Q1 | $942K | Buy |
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|
2024
Q4 | $321K | Buy |
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|
2024
Q3 | $216K | Sell |
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|
2024
Q2 | $243K | Buy |
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|
2024
Q1 | $194K | Buy |
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|
2023
Q4 | $92.6K | Buy |
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|
2023
Q3 | $1.73K | Hold |
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|
2023
Q2 | $1.43K | Sell |
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|
2023
Q1 | $84K | Buy |
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|
2022
Q4 | $88K | Buy |
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|
2022
Q3 | $67K | Sell |
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|
2022
Q2 | $245K | Sell |
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|
2022
Q1 | $732K | Sell |
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|
2021
Q4 | $2.85M | Buy |
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|
2021
Q3 | $3.19M | Sell |
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|
2021
Q2 | $3.04M | Sell |
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|
2021
Q1 | $4M | Sell |
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|
2020
Q4 | $3.99M | Buy |
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|
2020
Q3 | $2.21M | Sell |
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|
2020
Q2 | $2.64M | Buy |
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|
2020
Q1 | $127K | Buy |
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|
2019
Q4 | $56K | Sell |
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|
2019
Q3 | $507K | Buy |
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