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Opes Wealth Management’s JPMorgan Chase JPM Stock Holding History

Opes Wealth Management’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
Q1 		$211K Sell
716
-43
-6% -$13.1K 0.03% 139
2025
Q4 		$245K Sell
759
-22
-3% -$6.81K 0.04% 137
2025
Q3 		$246K Buy
781
+64
+9% +$19K 0.04% 132
2025
Q2 		$208K Sell
717
-423
-37% -$108K 0.04% 142
2025
Q1 		$280K Buy
1,140
+84
+8% +$21.4K 0.06% 124
2024
Q4 		$253K Buy
+1,056
New +$246K 0.05% 122

Other funds holding JPM

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Opes Wealth Management's JPM Position: Q1 2026 in Review

Opes Wealth Management reduced its JPMorgan Chase (JPM) stake by 5.7% in Q1 2026, selling an estimated $13.1K and leaving 716 shares worth $211K. The position accounts for 0.03% of the portfolio, ranked #139.

Opes Wealth Management first reported a position in JPM in Q4 2024 and has held it in 6 quarters since. The position peaked at $280K in Q1 2025. 5,079 funds tracked by Wall St. Rank hold JPM as of Q1 2026.

  • Opes Wealth Management held 716 shares of JPMorgan Chase worth $211K as of Q1 2026.
  • Opes Wealth Management sold 43 JPMorgan Chase shares in Q1 2026, an estimated $13.1K.
  • JPMorgan Chase made up 0.03% of Opes Wealth Management's portfolio in Q1 2026, its #139 holding.
  • Opes Wealth Management first reported a position in JPMorgan Chase in Q4 2024 and has held it in 6 quarters since.
  • Opes Wealth Management's JPMorgan Chase position peaked at $280K in Q1 2025.
  • 5,079 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.