Opal Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History

Opal Wealth Advisors, LLC

$315 Million
Q3 2024

A detailed history of Opal Wealth Advisors, LLC transactions in Jpmorgan Chase & CO stock. As of the latest transaction made, Opal Wealth Advisors, LLC holds 3,137 shares of JPM stock, worth $751,562. This represents 0.21% of its overall portfolio holdings.

Number of Shares

3,137

Previous 2,981 5.23%

Holding current value

$751,562

Previous $602,000 9.8%

% of portfolio

0.21%

Previous 0.2%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 15, 2024	BUY	$194.9 - $224.8 $30,404 - $35,068	156 Added 5.23%	3,137 $661,000
Q2 2024 Jul 12, 2024	SELL	$180.08 - $204.79 $217,896 - $247,795	-1,210 Reduced 28.87%	2,981 $602,000
Q1 2024 Apr 11, 2024	SELL	$167.09 - $200.3 $262,999 - $315,272	-1,574 Reduced 27.3%	4,191 $839,000
Q4 2023 Jan 19, 2024	SELL	$135.69 - $170.3 $2,985 - $3,746	-22 Reduced 0.38%	5,765 $980,000
Q3 2023 Oct 18, 2023	BUY	$143.21 - $158.0 $70,029 - $77,262	489 Added 9.23%	5,787 $839,000
Q2 2023 Jul 27, 2023	BUY	$127.47 - $145.44 $245,379 - $279,972	1,925 Added 57.07%	5,298 $770,000
Q1 2023 Apr 19, 2023	BUY	$124.91 - $143.8 $46,341 - $53,349	371 Added 12.36%	3,373 $439,000
Q4 2022 Feb 03, 2023	SELL	$101.96 - $137.84 $10,501 - $14,197	-103 Reduced 3.32%	3,002 $402,000
Q3 2022 Oct 17, 2022	BUY	$20.73 - $120.58 $7,151 - $41,600	345 Added 12.5%	3,105 $324,000
Q2 2022 Aug 10, 2022	BUY	$112.61 - $135.91 $18,580 - $22,425	165 Added 6.36%	2,760 $311,000
Q1 2022 May 09, 2022	BUY	$128.3 - $168.44 $16,294 - $21,391	127 Added 5.15%	2,595 $354,000
Q4 2021 Jan 31, 2022	BUY	$153.94 - $171.78 $107,450 - $119,902	698 Added 39.44%	2,468 $391,000
Q3 2021 Nov 05, 2021	SELL	$146.97 - $166.98 $8,230 - $9,350	-56 Reduced 3.07%	1,770 $290,000
Q2 2021 Aug 02, 2021	SELL	$147.37 - $166.44 $37,874 - $42,775	-257 Reduced 12.34%	1,826 $284,000
Q1 2021 Apr 29, 2021	BUY	$125.65 - $157.65 $14,826 - $18,602	118 Added 6.01%	2,083 $317,000
Q4 2020 Feb 11, 2021	BUY	$96.54 - $127.07 $189,701 - $249,692	1,965 New	1,965 $250,000

Others Institutions Holding JPM

# of Institutions

4,617

Shares Held

1.96B

Call Options Held

29.8M

Put Options Held

35.7M

View Full List

About JPMORGAN CHASE & CO

Ticker JPM
Exchange NYSE
Sector Financial Services
Industry Banks—Diversified
Shares Outstandng 2,933,199,872
Market Cap $703B
Description
JPMorgan Chase & Co. operates as a financial services company worldwide. It operates through four segments: Consumer & Community Banking (CCB), Corporate & Investment Bank (CIB), Commercial Banking (CB), and Asset & Wealth Management (AWM). The CCB segment offers s deposit, investment and lending products, payments, and services ...

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Opal Wealth Advisors, LLC Jpmorgan Chase & CO Transaction History