JPMorgan Chase & Co. shares owned by Opal Wealth Advisors
Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Opal Wealth Advisors
from 13F filings
Historical chart of Opal Wealth Advisors investment in JPMorgan Chase & Co.
Tip: Access up to 7 years of quarterly data
All positions including JPMorgan Chase & Co. held by Opal Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in JPMorgan Chase & Co. by Opal Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 3.7k | 315.43 |
| 2025-06-30 | $1.1M | 3.8k | 289.91 |
| 2025-03-31 | $838k | 3.4k | 245.30 |
| 2024-12-31 | $752k | 3.1k | 239.71 |
| 2024-09-30 | $662k | 3.1k | 210.86 |
| 2024-06-30 | $603k | 3.0k | 202.26 |
| 2024-03-31 | $839k | 4.2k | 200.28 |
| 2023-12-31 | $981k | 5.8k | 170.09 |
| 2023-09-30 | $839k | 5.8k | 145.01 |
| 2023-06-30 | $771k | 5.3k | 145.43 |
| 2023-03-31 | $440k | 3.4k | 130.29 |
| 2022-12-31 | $403k | 3.0k | 134.08 |
| 2022-09-30 | $324k | 3.1k | 104.35 |
| 2022-06-30 | $311k | 2.8k | 112.68 |
| 2022-03-31 | $354k | 2.6k | 136.42 |
| 2021-12-31 | $391k | 2.5k | 158.43 |
| 2021-09-30 | $290k | 1.8k | 163.84 |
| 2021-06-30 | $284k | 1.8k | 155.53 |
| 2021-03-31 | $317k | 2.1k | 152.18 |
| 2020-12-31 | $250k | 2.0k | 127.23 |