Opal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
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|
2025
Q1 | $837K | Buy |
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|
2024
Q4 | $752K | Buy |
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|
2024
Q3 | $661K | Buy |
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|
2024
Q2 | $603K | Sell |
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|
2024
Q1 | $839K | Sell |
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|
2023
Q4 | $981K | Sell |
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|
2023
Q3 | $839K | Buy |
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|
2023
Q2 | $770K | Buy |
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|
2023
Q1 | $439K | Buy |
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|
2022
Q4 | $403K | Sell |
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|
2022
Q3 | $324K | Buy |
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|
2022
Q2 | $311K | Buy |
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|
2022
Q1 | $354K | Buy |
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|
2021
Q4 | $391K | Buy |
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|
2021
Q3 | $290K | Sell |
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|
2021
Q2 | $284K | Sell |
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|
2021
Q1 | $317K | Buy |
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|
2020
Q4 | $250K | Buy |
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