Back to JPM-PM
Opal Wealth Advisors, LLC → JPM-PM
Opal Wealth Advisors, LLC JPM-PM Position History
JPM-PM
Quarters held
29
Latest value
$513K
Q3 2026
Peak value
$11.9M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $1.2M |
| Q3 2025 | $2.4M |
| Q3 2025 | $4.7M |
| Q3 2025 | $10.5M |
| Q4 2025 | $1.1M |
| Q4 2025 | $2.4M |
| Q4 2025 | $4.7M |
| Q4 2025 | $10.6M |
| Q4 2025 | $637K |
| Q4 2025 | $418K |
| Q1 2026 | $972K |
| Q1 2026 | $2.5M |
| Q1 2026 | $114K |
| Q1 2026 | $3M |
| Q1 2026 | $11.1M |
| Q1 2026 | $305K |
| Q1 2026 | $580K |
| Q2 2026 | $1.2M |
| Q2 2026 | $2.7M |
| Q2 2026 | $3.2M |
| Q2 2026 | $11.5M |
| Q2 2026 | $265K |
| Q2 2026 | $541K |
| Q3 2026 | $1.1M |
| Q3 2026 | $2.9M |
| Q3 2026 | $2.9M |
| Q3 2026 | $11.9M |
| Q3 2026 | $253K |
| Q3 2026 | $513K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $513K | 5.3K | — | — |
| Q3 2026 | $253K | 5.6K | — | — |
| Q3 2026 | $11.9M | 235.4K | — | — |
| Q3 2026 | $2.9M | 60.5K | — | — |
| Q3 2026 | $2.9M | 64.7K | — | — |
| Q3 2026 | $1.1M | 3.4K | — | — |
| Q2 2026 | $541K | 5.5K | — | — |
| Q2 2026 | $265K | 5.6K | — | — |
| Q2 2026 | $11.5M | 224.8K | — | — |
| Q2 2026 | $3.2M | 62.7K | — | — |
| Q2 2026 | $2.7M | 58.4K | — | — |
| Q2 2026 | $1.2M | 3.5K | — | — |
| Q1 2026 | $580K | 6.9K | — | — |
| Q1 2026 | $305K | 6.5K | — | — |
| Q1 2026 | $11.1M | 218.0K | — | — |
| Q1 2026 | $3M | 60.4K | — | — |
| Q1 2026 | $114K | 2.0K | — | — |
| Q1 2026 | $2.5M | 53.8K | — | — |
| Q1 2026 | $972K | 3.3K | — | — |
| Q4 2025 | $418K | 4.5K | — | — |
| Q4 2025 | $637K | 13.4K | — | — |
| Q4 2025 | $10.6M | 208.4K | — | — |
| Q4 2025 | $4.7M | 92.6K | — | — |
| Q4 2025 | $2.4M | 51.1K | — | — |
| Q4 2025 | $1.1M | 3.4K | — | — |
| Q3 2025 | $10.5M | 205.7K | — | — |
| Q3 2025 | $4.7M | 93.5K | — | — |
| Q3 2025 | $2.4M | 51.3K | — | — |
| Q3 2025 | $1.2M | 3.7K | — | — |
Other funds holding JPM-PM
$36.6B
$11.9B
$11.5B
$11.5B
$10.7B