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Opal Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Opal Wealth Advisors’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.15M Buy
3,519
+215
+7% +$66.8K 0.25% 46
2026
Q1 		$972K Sell
3,304
-59
-2% -$17.9K 0.22% 46
2025
Q4 		$1.08M Sell
3,363
-372
-10% -$115K 0.28% 43
2025
Q3 		$1.18M Sell
3,735
-89
-2% -$26.5K 0.33% 35
2025
Q2 		$1.11M Buy
3,824
+410
+12% +$105K 0.31% 37
2025
Q1 		$837K Buy
3,414
+276
+9% +$70.4K 0.26% 42
2024
Q4 		$752K Buy
3,138
+1
+0% +$233 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% -$237K 0.19% 67
2024
Q1 		$839K Sell
4,191
-1,574
-27% -$284K 0.28% 48
2023
Q4 		$981K Sell
5,765
-22
-0.4% -$3.33K 0.39% 42
2023
Q3 		$839K Buy
5,787
+489
+9% +$73.3K 0.49% 32
2023
Q2 		$770K Buy
5,298
+1,925
+57% +$265K 0.38% 32
2023
Q1 		$439K Buy
3,373
+371
+12% +$50.8K 0.26% 46
2022
Q4 		$403K Sell
3,002
-103
-3% -$13.1K 0.22% 65
2022
Q3 		$324K Buy
3,105
+345
+13% +$39.6K 0.24% 57
2022
Q2 		$311K Buy
2,760
+165
+6% +$20.4K 0.21% 68
2022
Q1 		$354K Buy
2,595
+127
+5% +$18.7K 0.31% 54
2021
Q4 		$391K Buy
2,468
+698
+39% +$115K 0.25% 70
2021
Q3 		$290K Sell
1,770
-56
-3% -$8.78K 0.28% 52
2021
Q2 		$284K Sell
1,826
-257
-12% -$40.4K 0.26% 56
2021
Q1 		$317K Buy
2,083
+118
+6% +$17K 0.34% 40
2020
Q4 		$250K Buy
+1,965
New +$220K 0.31% 57

Other funds holding JPM

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $123B AUM 38.85% 1-Year Est. Return
TD Asset Management
TD Asset Management Toronto, Ontario, Canada $115B AUM 41.58% 1-Year Est. Return

Opal Wealth Advisors's JPM Position: Q2 2026 in Review

Opal Wealth Advisors increased its JPMorgan Chase (JPM) stake by 6.5% in Q2 2026, buying an estimated $66.8K and bringing the position to 3,519 shares worth $1.15M. The position accounts for 0.25% of the portfolio, ranked #46.

Opal Wealth Advisors first reported a position in JPM in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.18M in Q3 2025. 3,037 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Opal Wealth Advisors held 3,519 shares of JPMorgan Chase worth $1.15M as of Q2 2026.
  • Opal Wealth Advisors bought 215 JPMorgan Chase shares in Q2 2026, an estimated $66.8K.
  • JPMorgan Chase made up 0.25% of Opal Wealth Advisors's portfolio in Q2 2026, its #46 holding.
  • Opal Wealth Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 23 quarters since.
  • Opal Wealth Advisors's JPMorgan Chase position peaked at $1.18M in Q3 2025.
  • 3,037 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Opal Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.