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Advanced Research Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Advanced Research Investment Solutions’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
Q1 		– Sell
-1,708
Closed -$291K – 16
2023
Q4 		$291K Buy
1,708
+262
+18% +$39.7K 0.18% 24
2023
Q3 		$210K Buy
+1,446
New +$217K 0.14% 28
2022
Q4 		– Sell
-174
Closed -$18K – 92
2022
Q3 		$18K Sell
174
-114
-40% -$13.1K 0.01% 111
2022
Q2 		$32K Hold
288
– – 0.02% 54
2022
Q1 		$39K Buy
288
+156
+118% +$23K 0.02% 83
2021
Q4 		$20K Buy
132
+25
+23% +$4.11K 0.01% 108
2021
Q3 		$17.5K Hold
107
– – 0.01% 103
2021
Q2 		$17K Hold
107
– – 0.02% 43
2021
Q1 		$16K Hold
107
– – 0.02% 37
2020
Q4 		$14K Buy
107
+34
+47% +$3.8K 0.02% 34
2020
Q3 		$7K Hold
73
– – 0.01% 24
2020
Q2 		$6.87K Hold
73
– – 0.02% 22
2020
Q1 		$6.57K Hold
73
– – 0.02% 18
2019
Q4 		$10.2K Buy
+73
New +$9.36K 0.08% 18

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Advanced Research Investment Solutions's JPM Position: Q1 2024 in Review

Advanced Research Investment Solutions sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 1,708 shares — an estimated $291K sold.

Advanced Research Investment Solutions first reported a position in JPM in Q4 2019 and held it in 14 quarters. The position peaked at $291K in Q4 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Advanced Research Investment Solutions reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Advanced Research Investment Solutions sold 1,708 JPMorgan Chase shares in Q1 2024, an estimated $291K.
  • Advanced Research Investment Solutions first reported a position in JPMorgan Chase in Q4 2019 and held it in 14 quarters.
  • Advanced Research Investment Solutions's JPMorgan Chase position peaked at $291K in Q4 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Advanced Research Investment Solutions's 13F filing for Q1 2024.