Opus Capital Group’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $676K | Sell |
2,299
-6
| -0.3% | -$1.82K | 0.07% | 65 |
|
|
2025
Q4 | $743K | Sell |
2,305
-486
| -17% | -$150K | 0.08% | 63 |
|
|
2025
Q3 | $880K | Sell |
2,791
-94
| -3% | -$28K | 0.1% | 57 |
|
|
2025
Q2 | $836K | Sell |
2,885
-51
| -2% | -$13K | 0.1% | 58 |
|
|
2025
Q1 | $720K | Buy |
2,936
+78
| +3% | +$19.9K | 0.09% | 58 |
|
|
2024
Q4 | $685K | Sell |
2,858
-544
| -16% | -$127K | 0.09% | 58 |
|
|
2024
Q3 | $717K | Buy |
3,402
+156
| +5% | +$32.9K | 0.09% | 60 |
|
|
2024
Q2 | $656K | Buy |
3,246
+770
| +31% | +$151K | 0.09% | 66 |
|
|
2024
Q1 | $496K | Buy |
2,476
+1,021
| +70% | +$184K | 0.07% | 73 |
|
|
2023
Q4 | $247K | Sell |
1,455
-403
| -22% | -$61.1K | 0.04% | 107 |
|
|
2023
Q3 | $269K | Sell |
1,858
-9
| -0.5% | -$1.35K | 0.05% | 97 |
|
|
2023
Q2 | $271K | Sell |
1,867
-100
| -5% | -$13.8K | 0.05% | 99 |
|
|
2023
Q1 | $256K | Buy |
1,967
+23
| +1% | +$3.15K | 0.05% | 103 |
|
|
2022
Q4 | $261K | Sell |
1,944
-821
| -30% | -$104K | 0.05% | 99 |
|
|
2022
Q3 | $289K | Sell |
2,765
-2,465
| -47% | -$283K | 0.06% | 88 |
|
|
2022
Q2 | $589K | Sell |
5,230
-3,206
| -38% | -$397K | 0.12% | 57 |
|
|
2022
Q1 | $1.15M | Sell |
8,436
-8
| -0.1% | -$1.18K | 0.22% | 43 |
|
|
2021
Q4 | $1.34M | Sell |
8,444
-35
| -0.4% | -$5.75K | 0.28% | 34 |
|
|
2021
Q3 | $1.39M | Sell |
8,479
-2,046
| -19% | -$321K | 0.31% | 32 |
|
|
2021
Q2 | $1.64M | Sell |
10,525
-682
| -6% | -$107K | 0.37% | 30 |
|
|
2021
Q1 | $1.71M | Sell |
11,207
-1,622
| -13% | -$233K | 0.41% | 30 |
|
|
2020
Q4 | $1.63M | Buy |
12,829
+201
| +2% | +$22.5K | 0.41% | 30 |
|
|
2020
Q3 | $1.22M | Sell |
12,628
-1,450
| -10% | -$142K | 0.36% | 31 |
|
|
2020
Q2 | $1.32M | Sell |
14,078
-330
| -2% | -$31.3K | 0.41% | 32 |
|
|
2020
Q1 | $1.3M | Sell |
14,408
-2,881
| -17% | -$350K | 0.46% | 28 |
|
|
2019
Q4 | $2.41M | Sell |
17,289
-244
| -1% | -$31.3K | 0.71% | 20 |
|
|
2019
Q3 | $2.06M | Sell |
17,533
-130
| -0.7% | -$14.7K | 0.64% | 20 |
|
|
2019
Q2 | $1.98M | Buy |
17,663
+1,900
| +12% | +$209K | 0.59% | 20 |
|
|
2019
Q1 | $1.6M | Hold |
15,763
| – | – | 0.43% | 21 |
|
|
2018
Q4 | $1.54M | Sell |
15,763
-417
| -3% | -$44.4K | 0.32% | 79 |
|
|
2018
Q3 | $1.83M | Sell |
16,180
-1,610
| -9% | -$183K | 0.41% | 76 |
|
|
2018
Q2 | $1.85M | Sell |
17,790
-440
| -2% | -$48.3K | 0.45% | 75 |
|
|
2018
Q1 | $2M | Sell |
18,230
-626
| -3% | -$70.9K | 0.5% | 57 |
|
|
2017
Q4 | $2.02M | Sell |
18,856
-641
| -3% | -$64.9K | 0.44% | 89 |
|
|
2017
Q3 | $1.86M | Buy |
19,497
+859
| +5% | +$79.2K | 0.42% | 87 |
|
|
2017
Q2 | $1.7M | Sell |
18,638
-2,329
| -11% | -$201K | 0.33% | 84 |
|
|
2017
Q1 | $1.84M | Sell |
20,967
-650
| -3% | -$57.3K | 0.25% | 87 |
|
|
2016
Q4 | $1.86M | Sell |
21,617
-587
| -3% | -$44.8K | 0.28% | 76 |
|
|
2016
Q3 | $1.48M | Sell |
22,204
-460
| -2% | -$30K | 0.31% | 80 |
|
|
2016
Q2 | $1.41M | Sell |
22,664
-1,685
| -7% | -$105K | 0.31% | 79 |
|
|
2016
Q1 | $1.44M | Buy |
24,349
+993
| +4% | +$58K | 0.32% | 85 |
|
|
2015
Q4 | $1.54M | Sell |
23,356
-2,045
| -8% | -$133K | 0.26% | 107 |
|
|
2015
Q3 | $1.55M | Sell |
25,401
-2,010
| -7% | -$132K | 0.26% | 107 |
|
|
2015
Q2 | $1.86M | Sell |
27,411
-1,525
| -5% | -$99.6K | 0.29% | 102 |
|
|
2015
Q1 | $1.75M | Buy |
28,936
+5,310
| +22% | +$314K | 0.28% | 99 |
|
|
2014
Q4 | $1.48M | Buy |
23,626
+11,315
| +92% | +$681K | 0.21% | 106 |
|
|
2014
Q3 | $742K | Sell |
12,311
-300
| -2% | -$17.5K | 0.1% | 149 |
|
|
2014
Q2 | $727K | Sell |
12,611
-782
| -6% | -$44K | 0.05% | 136 |
|
|
2014
Q1 | $813K | Sell |
13,393
-950
| -7% | -$54.9K | 0.06% | 123 |
|
|
2013
Q4 | $839K | Buy |
+14,343
| New | +$786K | 0.05% | 118 |
|
Other funds holding JPM
VCM
VPM
Opus Capital Group's JPM Position: Q1 2026 in Review
Opus Capital Group reduced its JPMorgan Chase (JPM) stake by 0.26% in Q1 2026, selling an estimated $1.82K and leaving 2,299 shares worth $676K. The position accounts for 0.07% of the portfolio, ranked #65.
Opus Capital Group first reported a position in JPM in Q4 2013 and has held it in 50 quarters since. The position peaked at $2.41M in Q4 2019. 5,055 funds tracked by Wall St. Rank hold JPM as of Q1 2026.
- Opus Capital Group held 2,299 shares of JPMorgan Chase worth $676K as of Q1 2026.
- Opus Capital Group sold 6 JPMorgan Chase shares in Q1 2026, an estimated $1.82K.
- JPMorgan Chase made up 0.07% of Opus Capital Group's portfolio in Q1 2026, its #65 holding.
- Opus Capital Group first reported a position in JPMorgan Chase in Q4 2013 and has held it in 50 quarters since.
- Opus Capital Group's JPMorgan Chase position peaked at $2.41M in Q4 2019.
- 5,055 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2026.
Based on Opus Capital Group's 13F filing for Q1 2026, filed 30 Apr 2026.