AIA
JPM icon

Alera Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Alera Investment Advisors’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 		$2.25M Buy
10,655
+454
+4% +$95.6K 0.26% 50
2024
Q2 		$2.06M Buy
10,201
+2,082
+26% +$407K 0.25% 51
2024
Q1 		$1.63M Buy
8,119
+156
+2% +$28.1K 0.22% 36
2023
Q4 		$1.35M Sell
7,963
-231
-3% -$35K 0.18% 37
2023
Q3 		$1.19M Sell
8,194
-46
-0.6% -$6.9K 0.2% 34
2023
Q2 		$1.2M Buy
8,240
+414
+5% +$56.9K 0.26% 41
2023
Q1 		$1.02M Sell
7,826
-1,790
-19% -$245K 0.23% 45
2022
Q4 		$1.29M Sell
9,616
-420
-4% -$53.2K 0.3% 36
2022
Q3 		$1.05M Sell
10,036
-1,059
-10% -$122K 0.3% 41
2022
Q2 		$1.25M Sell
11,095
-459
-4% -$56.9K 0.35% 35
2022
Q1 		$1.58M Buy
11,554
+6,559
+131% +$968K 0.36% 31
2021
Q4 		$791K Sell
4,995
-526
-10% -$86.4K 0.22% 40
2021
Q3 		$896K Sell
5,521
-860
-13% -$135K 0.26% 35
2021
Q2 		$981K Buy
6,381
+131
+2% +$20.6K 0.3% 35
2021
Q1 		$951K Sell
6,250
-19
-0.3% -$2.73K 0.31% 34
2020
Q4 		$797K Buy
6,269
+1,356
+28% +$152K 0.28% 36
2020
Q3 		$473K Buy
4,913
+138
+3% +$13.6K 0.19% 43
2020
Q2 		$449K Sell
4,775
-119
-2% -$11.3K 0.24% 42
2020
Q1 		$441K Sell
4,894
-428
-8% -$52K 0.27% 43
2019
Q4 		$742K Sell
5,322
-1,508
-22% -$193K 0.34% 29
2019
Q3 		$804K Sell
6,830
-12
-0.2% -$1.36K 0.4% 26
2019
Q2 		$765K Buy
6,842
+489
+8% +$53.9K 0.39% 28
2019
Q1 		$643K Sell
6,353
-832
-12% -$85.7K 0.31% 31
2018
Q4 		$701K Buy
+7,185
New +$766K 0.43% 33

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

Alera Investment Advisors's JPM Position: Q3 2024 in Review

Alera Investment Advisors increased its JPMorgan Chase (JPM) stake by 4.5% in Q3 2024, buying an estimated $95.6K and bringing the position to 10,655 shares worth $2.25M. The position accounts for 0.26% of the portfolio, ranked #50.

Alera Investment Advisors first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Alera Investment Advisors held 10,655 shares of JPMorgan Chase worth $2.25M as of Q3 2024.
  • Alera Investment Advisors bought 454 JPMorgan Chase shares in Q3 2024, an estimated $95.6K.
  • JPMorgan Chase made up 0.26% of Alera Investment Advisors's portfolio in Q3 2024, its #50 holding.
  • Alera Investment Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Alera Investment Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.