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Opulen Financial Group’s JPMorgan Chase JPM Stock Holding History

Opulen Financial Group’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 		$373K Buy
1,139
+154
+16% +$47.8K 0.23% 80
2026
Q1 		$290K Buy
985
+24
+2% +$7.28K 0.2% 86
2025
Q4 		$310K Buy
961
+73
+8% +$22.6K 0.23% 82
2025
Q3 		$280K Buy
888
+158
+22% +$47K 0.21% 84
2025
Q2 		$212K Buy
+730
New +$186K 0.17% 95

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 22.94% 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

Opulen Financial Group's JPM Position: Q2 2026 in Review

Opulen Financial Group increased its JPMorgan Chase (JPM) stake by 16% in Q2 2026, buying an estimated $47.8K and bringing the position to 1,139 shares worth $373K. The position accounts for 0.23% of the portfolio, ranked #80.

Opulen Financial Group first reported a position in JPM in Q2 2025 and has held it in 5 quarters since. 2,899 funds tracked by Wall St. Rank hold JPM as of Q2 2026.

  • Opulen Financial Group held 1,139 shares of JPMorgan Chase worth $373K as of Q2 2026.
  • Opulen Financial Group bought 154 JPMorgan Chase shares in Q2 2026, an estimated $47.8K.
  • JPMorgan Chase made up 0.23% of Opulen Financial Group's portfolio in Q2 2026, its #80 holding.
  • Opulen Financial Group first reported a position in JPMorgan Chase in Q2 2025 and has held it in 5 quarters since.
  • 2,899 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2026.

Based on Opulen Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.