Opes Wealth Management »

JPMorgan Chase & Co. shares owned by Opes Wealth Management

Quarter-by-quarter ownership of JPMorgan Chase & Co. (JPM) shares owned by Opes Wealth Management from 13F filings

Historical chart of Opes Wealth Management investment in JPMorgan Chase & Co.

Tip: Access up to 7 years of quarterly data

All positions including JPMorgan Chase & Co. held by Opes Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in JPMorgan Chase & Co. by Opes Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 781 315.58
2025-06-30 $208k 717 289.89
2024-12-31 $253k 1.1k 239.71

More positions owned by Opes Wealth Management

Apple (AAPL)
Schwab Strategic Tr Fundamental Intl (FNDF)
Ishares Tr Calif Mun Bd Etf (CMF)
Gilead Sciences (GILD)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Ishares Tr Core Total Usd (IUSB)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Fundamental Us L (FNDX)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Ishares Tr Msci Usa Mmentm (MTUM)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Ishares Tr Core Us Aggbd Et (AGG)

View all positions for Opes Wealth Management

Top funds holding JPMorgan Chase & Co.

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
FMR
Northern Trust
Capital Research and Management Company - Division 3
Royal Bank of Canada
Capital World Investors
Goldman Sachs Group
Wells Fargo & Company
Capital Research Global Investors
UBS Group
Bank of New York Mellon
Ameriprise Financial

View all funds holding JPMorgan Chase & Co.