Ownership history in Opal Wealth Advisors, LLC · 9 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 (JMUB). 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 | REDUCED | 92,598 | -860 | -0.9% | 1.22% | $4.7M | $50.21 |
| 2025 Q3 | ADDED | 93,458 | +35,973 | +62.6% | 1.31% | $4.7M | $49.57 |
| 2025 Q2 | ADDED | 57,485 | +41,739 | +265.1% | 0.79% | $2.9M | $48.32 |
| 2025 Q1 | REDUCED | 15,746 | -244,088 | -93.9% | 0.24% | $787K | $48.24 |
| 2024 Q4 | ADDED | 259,834 | +26,756 | +11.5% | 3.91% | $13.0M | $48.12 |
| 2024 Q3 | REDUCED | 233,078 | -4,657 | -2.0% | 3.74% | $11.9M | $48.64 |
| 2024 Q2 | REDUCED | 237,735 | -46,337 | -16.3% | 3.85% | $12.0M | $47.37 |
| 2024 Q1 | REDUCED | 284,072 | -1,321 | -0.5% | 4.89% | $14.4M | $47.29 |
| 2023 Q4 | INITIATED | 285,393 | — | — | 5.73% | $14.5M | — |
As of 2025 Q4 — sorted by position size