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9258 Wealth Management’s JPMorgan Chase JPM Stock Holding History

9258 Wealth Management’s Portfolio JPM Stock Details JPM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q3 		$6.18M Sell
29,310
-930
-3% -$196K 0.91% 24
2024
Q2 		$6.12M Sell
30,240
-320
-1% -$62.6K 0.94% 22
2024
Q1 		$6.12M Buy
30,560
+403
+1% +$72.7K 0.95% 21
2023
Q4 		$5.13M Sell
30,157
-28
-0.1% -$4.24K 0.9% 22
2023
Q3 		$4.38M Buy
30,185
+527
+2% +$79K 0.85% 23
2023
Q2 		$4.31M Buy
29,658
+728
+3% +$100K 0.81% 26
2023
Q1 		$3.77M Sell
28,930
-165
-0.6% -$22.6K 0.76% 29
2022
Q4 		$3.9M Buy
29,095
+1,629
+6% +$206K 0.84% 28
2022
Q3 		$2.87M Sell
27,466
-1,513
-5% -$174K 0.73% 32
2022
Q2 		$3.26M Buy
28,979
+875
+3% +$108K 0.84% 22
2022
Q1 		$3.83M Buy
28,104
+1,000
+4% +$148K 0.89% 19
2021
Q4 		$4.29M Buy
27,104
+1,299
+5% +$213K 0.98% 16
2021
Q3 		$4.22M Sell
25,805
-306
-1% -$48K 1.13% 15
2021
Q2 		$4.06M Buy
26,111
+826
+3% +$130K 1.09% 15
2021
Q1 		$3.85M Buy
25,285
+207
+0.8% +$29.8K 1.16% 14
2020
Q4 		$3.19M Buy
25,078
+2,830
+13% +$316K 1.04% 17
2020
Q3 		$2.18M Sell
22,248
-689
-3% -$67.7K 0.82% 19
2020
Q2 		$2.16M Buy
22,937
+669
+3% +$63.5K 0.87% 20
2020
Q1 		$2.11M Buy
22,268
+1,182
+6% +$144K 0.93% 20
2019
Q4 		$2.94M Buy
21,086
+6,157
+41% +$790K 1.08% 14
2019
Q3 		$1.76M Buy
14,929
+902
+6% +$102K 1.37% 13
2019
Q2 		$1.57M Buy
14,027
+1,207
+9% +$133K 1.26% 16
2019
Q1 		$1.3M Sell
12,820
-37
-0.3% -$3.81K 1.1% 22
2018
Q4 		$1.25M Buy
+12,857
New +$1.37M 1.21% 15

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

9258 Wealth Management's JPM Position: Q3 2024 in Review

9258 Wealth Management reduced its JPMorgan Chase (JPM) stake by 3.1% in Q3 2024, selling an estimated $196K and leaving 29,310 shares worth $6.18M. The position accounts for 0.91% of the portfolio, ranked #24.

9258 Wealth Management first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • 9258 Wealth Management held 29,310 shares of JPMorgan Chase worth $6.18M as of Q3 2024.
  • 9258 Wealth Management sold 930 JPMorgan Chase shares in Q3 2024, an estimated $196K.
  • JPMorgan Chase made up 0.91% of 9258 Wealth Management's portfolio in Q3 2024, its #24 holding.
  • 9258 Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on 9258 Wealth Management's 13F filing for Q3 2024, filed 12 Nov 2024.