AlphaCentric Advisors’s JPMorgan Chase JPM Stock Holding History

AlphaCentric 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 Q4	$407K	Sell	1,696 -104	-6%	-$24.2K	0.41%	66
2024 Q3	$380K	Sell	1,800 -84	-4%	-$17.7K	0.28%	84
2024 Q2	$381K	Buy	1,884 +915	+94%	+$179K	0.28%	90
2024 Q1	$194K	Sell	969 -127	-12%	-$22.9K	0.12%	135
2023 Q4	$186K	Buy	+1,096	New	+$166K	0.13%	120

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

AlphaCentric Advisors's JPM Position: Q4 2024 in Review

AlphaCentric Advisors reduced its JPMorgan Chase (JPM) stake by 5.8% in Q4 2024, selling an estimated $24.2K and leaving 1,696 shares worth $407K. The position accounts for 0.41% of the portfolio, ranked #66.

AlphaCentric Advisors first reported a position in JPM in Q4 2023 and has held it in 5 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

AlphaCentric Advisors held 1,696 shares of JPMorgan Chase worth $407K as of Q4 2024.
AlphaCentric Advisors sold 104 JPMorgan Chase shares in Q4 2024, an estimated $24.2K.
JPMorgan Chase made up 0.41% of AlphaCentric Advisors's portfolio in Q4 2024, its #66 holding.
AlphaCentric Advisors first reported a position in JPMorgan Chase in Q4 2023 and has held it in 5 quarters since.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on AlphaCentric Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.