OWA
Opal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.11M | Buy |
3,824
+410
| +12% | +$119K | 0.31% | 37 |
|
|
2025
Q1 | $837K | Buy |
3,414
+276
| +9% | +$67.7K | 0.26% | 42 |
|
|
2024
Q4 | $752K | Buy |
3,138
+1
| +0% | +$240 | 0.23% | 62 |
|
|
2024
Q3 | $661K | Buy |
3,137
+156
| +5% | +$32.9K | 0.21% | 63 |
|
|
2024
Q2 | $603K | Sell |
2,981
-1,210
| -29% | -$245K | 0.19% | 67 |
|
|
2024
Q1 | $839K | Sell |
4,191
-1,574
| -27% | -$315K | 0.28% | 48 |
|
|
2023
Q4 | $981K | Sell |
5,765
-22
| -0.4% | -$3.74K | 0.39% | 42 |
|
|
2023
Q3 | $839K | Buy |
5,787
+489
| +9% | +$70.9K | 0.49% | 32 |
|
|
2023
Q2 | $770K | Buy |
5,298
+1,925
| +57% | +$280K | 0.38% | 32 |
|
|
2023
Q1 | $439K | Buy |
3,373
+371
| +12% | +$48.3K | 0.26% | 46 |
|
|
2022
Q4 | $403K | Sell |
3,002
-103
| -3% | -$13.8K | 0.22% | 65 |
|
|
2022
Q3 | $324K | Buy |
3,105
+345
| +13% | +$36K | 0.24% | 57 |
|
|
2022
Q2 | $311K | Buy |
2,760
+165
| +6% | +$18.6K | 0.21% | 68 |
|
|
2022
Q1 | $354K | Buy |
2,595
+127
| +5% | +$17.3K | 0.31% | 54 |
|
|
2021
Q4 | $391K | Buy |
2,468
+698
| +39% | +$111K | 0.25% | 70 |
|
|
2021
Q3 | $290K | Sell |
1,770
-56
| -3% | -$9.18K | 0.28% | 52 |
|
|
2021
Q2 | $284K | Sell |
1,826
-257
| -12% | -$40K | 0.26% | 56 |
|
|
2021
Q1 | $317K | Buy |
2,083
+118
| +6% | +$18K | 0.34% | 40 |
|
|
2020
Q4 | $250K | Buy |
+1,965
| New | +$250K | 0.31% | 57 |
|