Ownership history in Opal Wealth Advisors, LLC · 12 quarters on record
This page tracks every 13F SEC filing in which Opal Wealth Advisors, LLC reported a position in J P MORGAN EXCHANGE-TRADED F (JMST). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 208,448 | +2,735 | +1.3% | 2.77% | $10.6M | $50.73 |
| 2025 Q3 | ADDED | 205,713 | +16,016 | +8.4% | 2.92% | $10.5M | $50.38 |
| 2025 Q2 | REDUCED | 189,697 | -3,736 | -1.9% | 2.68% | $9.7M | $49.91 |
| 2025 Q1 | ADDED | 193,433 | +33,079 | +20.6% | 3.03% | $9.8M | $49.46 |
| 2024 Q4 | REDUCED | 160,354 | -4,453 | -2.7% | 2.44% | $8.1M | $49.08 |
| 2024 Q3 | ADDED | 164,807 | +14,460 | +9.6% | 2.63% | $8.4M | $48.79 |
| 2024 Q2 | ADDED | 150,347 | +5,580 | +3.9% | 2.45% | $7.6M | $48.20 |
| 2024 Q1 | ADDED | 144,767 | +17,342 | +13.6% | 2.49% | $7.3M | $47.78 |
| 2023 Q4 | ADDED | 127,425 | +16,978 | +15.4% | 2.55% | $6.5M | $47.51 |
| 2023 Q3 | ADDED | 110,447 | +104,597 | +1788.0% | 3.26% | $5.6M | $46.71 |
As of 2025 Q4 — sorted by position size