JMPWA
OPLN

JP Morgan Private Wealth Advisors’s Openlane OPLN Stock Holding History

JP Morgan Private Wealth Advisors’s Portfolio OPLN Stock Details OPLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2022
Q1 		– Sell
-186,311
Closed -$2.91M – 2046
2021
Q4 		$2.91M Sell
186,311
-76,525
-29% -$1.17M 0.01% 781
2021
Q3 		$4.31M Buy
262,836
+31
+0% +$523 0.01% 629
2021
Q2 		$4.61M Buy
262,805
+34,255
+15% +$580K 0.01% 615
2021
Q1 		$3.43M Buy
228,550
+21,535
+10% +$367K 0.01% 601
2020
Q4 		$3.85M Buy
207,015
+16,904
+9% +$292K 0.01% 553
2020
Q3 		$2.74M Buy
190,111
+53,298
+39% +$833K 0.01% 561
2020
Q2 		$1.88M Buy
136,813
+20,366
+17% +$280K 0.01% 603
2020
Q1 		$1.4M Buy
+116,447
New +$2.27M 0.01% 619
2018
Q2 		– Sell
-24,832
Closed -$510K – 1498
2018
Q1 		$510K Buy
24,832
+1,054
+4% +$21.3K ﹤0.01% 865
2017
Q4 		$455K Buy
23,778
+3,371
+17% +$62.4K ﹤0.01% 901
2017
Q3 		$368K Sell
20,407
-100
-0.5% -$1.65K ﹤0.01% 959
2017
Q2 		$326K Sell
20,507
-25,662
-56% -$418K ﹤0.01% 982
2017
Q1 		$763K Buy
46,169
+19,083
+70% +$325K 0.01% 715
2016
Q4 		$437K Buy
27,086
+2,843
+12% +$45.4K ﹤0.01% 852
2016
Q3 		$396K Buy
24,243
+1,099
+5% +$17.5K ﹤0.01% 874
2016
Q2 		$366K Sell
23,144
-2,494
-10% -$37.3K ﹤0.01% 894
2016
Q1 		$370K Buy
25,638
+5,038
+24% +$66.8K ﹤0.01% 867
2015
Q4 		$288K Buy
20,600
+3,057
+17% +$43.3K ﹤0.01% 881
2015
Q3 		$235K Sell
17,543
-18,047
-51% -$256K ﹤0.01% 880
2015
Q2 		$504K Sell
35,590
-3,253
-8% -$46.6K 0.01% 671
2015
Q1 		$557K Buy
38,843
+1,813
+5% +$24.6K 0.01% 691
2014
Q4 		$486K Buy
37,030
+15,553
+72% +$188K 0.01% 712
2014
Q3 		$232K Buy
21,477
+143
+0.7% +$1.64K ﹤0.01% 926
2014
Q2 		$257K Sell
21,334
-13,453
-39% -$155K ﹤0.01% 742
2014
Q1 		$400K Buy
+34,787
New +$390K 0.01% 638

Other funds holding OPLN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
MAMU
Marathon Asset Management (UK) London, United Kingdom $2.61B AUM 27.14% 1-Year Est. Return
SCM
Snyder Capital Management San Francisco, California $5.16B AUM 26.72% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $627M AUM 43.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Private Wealth Advisors's OPLN Position: Q1 2022 in Review

JP Morgan Private Wealth Advisors sold out of Openlane (OPLN) in Q1 2022, closing a stake of 186,311 shares — an estimated $2.91M sold.

JP Morgan Private Wealth Advisors first reported a position in OPLN in Q1 2014 and held it in 25 quarters. The position peaked at $4.61M in Q2 2021. 232 funds tracked by Wall St. Rank hold OPLN as of Q1 2022.

  • JP Morgan Private Wealth Advisors reported no remaining Openlane position as of Q1 2022 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 186,311 Openlane shares in Q1 2022, an estimated $2.91M.
  • JP Morgan Private Wealth Advisors first reported a position in Openlane in Q1 2014 and held it in 25 quarters.
  • JP Morgan Private Wealth Advisors's Openlane position peaked at $4.61M in Q2 2021.
  • 232 funds tracked by Wall St. Rank held Openlane as of Q1 2022.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2022, filed 16 May 2022.