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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
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$208K Sell
717
-423
-37% -$123K 0.04% 142
2025
Q1 		$280K Buy
1,140
+84
+8% +$20.6K 0.06% 124
2024
Q4 		$253K Buy
+1,056
New +$253K 0.05% 122