JPMorgan Chase & Co’s Oportun Financial OPRT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.78M | Buy |
248,324
+76,695
| +45% | +$549K | ﹤0.01% | 3408 |
|
|
2025
Q1 | $942K | Buy |
171,629
+88,803
| +107% | +$488K | ﹤0.01% | 3694 |
|
|
2024
Q4 | $321K | Buy |
82,826
+5,901
| +8% | +$22.9K | ﹤0.01% | 4347 |
|
|
2024
Q3 | $216K | Sell |
76,925
-6,963
| -8% | -$19.6K | ﹤0.01% | 4435 |
|
|
2024
Q2 | $243K | Buy |
83,888
+4,224
| +5% | +$12.3K | ﹤0.01% | 4186 |
|
|
2024
Q1 | $194K | Buy |
79,664
+55,977
| +236% | +$136K | ﹤0.01% | 4464 |
|
|
2023
Q4 | $92.6K | Buy |
23,687
+23,447
| +9,770% | +$91.7K | ﹤0.01% | 4802 |
|
|
2023
Q3 | $1.73K | Hold |
240
| – | – | ﹤0.01% | 5614 |
|
|
2023
Q2 | $1.43K | Sell |
240
-21,558
| -99% | -$129K | ﹤0.01% | 5495 |
|
|
2023
Q1 | $84K | Buy |
21,798
+5,814
| +36% | +$22.4K | ﹤0.01% | 4723 |
|
|
2022
Q4 | $88K | Buy |
15,984
+717
| +5% | +$3.95K | ﹤0.01% | 4537 |
|
|
2022
Q3 | $67K | Sell |
15,267
-14,281
| -48% | -$62.7K | ﹤0.01% | 4607 |
|
|
2022
Q2 | $245K | Sell |
29,548
-21,501
| -42% | -$178K | ﹤0.01% | 4222 |
|
|
2022
Q1 | $732K | Sell |
51,049
-89,703
| -64% | -$1.29M | ﹤0.01% | 3791 |
|
|
2021
Q4 | $2.85M | Buy |
140,752
+13,453
| +11% | +$272K | ﹤0.01% | 2973 |
|
|
2021
Q3 | $3.19M | Sell |
127,299
-24,437
| -16% | -$612K | ﹤0.01% | 2881 |
|
|
2021
Q2 | $3.04M | Sell |
151,736
-41,282
| -21% | -$827K | ﹤0.01% | 2973 |
|
|
2021
Q1 | $4M | Sell |
193,018
-13,242
| -6% | -$274K | ﹤0.01% | 2802 |
|
|
2020
Q4 | $3.99M | Buy |
206,260
+21,823
| +12% | +$423K | ﹤0.01% | 2571 |
|
|
2020
Q3 | $2.21M | Sell |
184,437
-12,217
| -6% | -$146K | ﹤0.01% | 2690 |
|
|
2020
Q2 | $2.64M | Buy |
196,654
+184,520
| +1,521% | +$2.48M | ﹤0.01% | 2536 |
|
|
2020
Q1 | $127K | Buy |
12,134
+9,770
| +413% | +$102K | ﹤0.01% | 3874 |
|
|
2019
Q4 | $56K | Sell |
2,364
-28,886
| -92% | -$684K | ﹤0.01% | 4201 |
|
|
2019
Q3 | $507K | Buy |
+31,250
| New | +$507K | ﹤0.01% | 3343 |
|