Opal Wealth Advisors, LLC

Position in JPM — Jpmorgan Chase & Co

CIK 1844201 JERICHO, NY

Position in JPM

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$1,151,874

+$179,970 QoQ

Shares Held

3,519

+6.5% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.01%

of 13F equity value

Holder Rank

#3,499

of 5,048 holders

Holding Since

Dec 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Opal Wealth Advisors, LLC holds $2,627,471 across 3 Banks - Diversified names. JPM ranks #1 (43.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	JPM	Jpmorgan Chase & Co This page	3,519	$1,151,874
2	BAC	Bank Of America Corp /De/	14,502	$826,323
3	C	Citigroup Inc	4,639	$649,274

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,151,874	3,519	+6.5%	Shares	Sole	2026-07-20
2026-03-31	$971,904	3,304	-1.8%	Shares	Sole	2026-04-14
2025-12-31	$1,083,625	3,363	-10.0%	Shares	Sole	2026-01-26
2025-09-30	$1,178,131	3,735	-2.3%	Shares	Sole	2025-10-24
2025-06-30	$1,108,615	3,824	+12.0%	Shares	Sole	2025-07-14
2025-03-31	$837,454	3,414	+8.8%	Shares	Sole	2025-04-16
2024-12-31	$752,209	3,138	+0.0%	Shares	Sole	2025-01-29
2024-09-30	$661,467	3,137	+5.2%	Shares	Sole	2024-10-15
2024-06-30	$602,937	2,981	-28.9%	Shares	Sole	2024-07-12
2024-03-31	$839,457	4,191	-27.3%	Shares	Sole	2024-04-11
2023-12-31	$980,626	5,765	-0.4%	Shares	Sole	2024-01-22
2023-09-30	$839,230	5,787	+9.2%	Shares	Sole	2023-10-18
2023-06-30	$770,541	5,298	+57.1%	Shares	Sole	2023-07-27
2023-03-31	$439,535	3,373	+12.4%	Shares	Sole	2023-04-19
2022-12-31	$402,568	3,002	-3.3%	Shares	Sole	2023-02-03
2022-09-30	$324,472	3,105	+12.5%	Shares	Sole	2022-10-17
2022-06-30	$310,803	2,760	+6.4%	Shares	Sole	2022-08-10
2022-03-31	$353,750	2,595	+5.1%	Shares	Sole	2022-05-09
2021-12-31	$390,807	2,468	+39.4%	Shares	Sole	2022-01-31
2021-09-30	$289,731	1,770	-3.1%	Shares	Sole	2021-11-05
2021-06-30	$284,016	1,826	-12.3%	Shares	Sole	2021-08-02
2021-03-31	$317,095	2,083	+6.0%	Shares	Sole	2021-04-29
2020-12-31	$249,692	1,965	—	Shares	Sole	2021-02-11
No filing history on record for this holder in this stock.