AJOVista’s JPMorgan Chase JPM Stock Holding History

AJOVista’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	–	Sell	-1,291	Closed	-$261K	–	146
2024 Q2	$261K	Hold	1,291	–	–	0.75%	29
2024 Q1	$259K	Hold	1,291	–	–	0.7%	27
2023 Q4	$220K	Buy	+1,291	New	+$196K	0.28%	53

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

AJOVista's JPM Position: Q3 2024 in Review

AJOVista sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,291 shares — an estimated $261K sold.

AJOVista first reported a position in JPM in Q4 2023 and held it in 3 quarters. The position peaked at $261K in Q2 2024. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

AJOVista reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
AJOVista sold 1,291 JPMorgan Chase shares in Q3 2024, an estimated $261K.
AJOVista first reported a position in JPMorgan Chase in Q4 2023 and held it in 3 quarters.
AJOVista's JPMorgan Chase position peaked at $261K in Q2 2024.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on AJOVista's 13F filing for Q3 2024, filed 12 Nov 2024.