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Alterity Financial Group’s JPMorgan Chase JPM Stock Holding History

Alterity Financial Group’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
2023
Q4 		$1.62M Sell
9,499
-242
-2% -$36.7K 2.31% 11
2023
Q3 		$1.41M Buy
9,741
+142
+1% +$21.3K 2.24% 12
2023
Q2 		$1.4M Sell
9,599
-168
-2% -$23.1K 2.02% 12
2023
Q1 		$1.27M Buy
9,767
+255
+3% +$34.9K 1.86% 19
2022
Q4 		$1.28M Sell
9,512
-329
-3% -$41.7K 2.07% 17
2022
Q3 		$1.03M Buy
9,841
+91
+0.9% +$10.4K 1.66% 21
2022
Q2 		$1.1M Buy
+9,750
New +$1.21M 1.63% 21
2021
Q4 		$1.59M Buy
+10,047
New +$1.65M 1.7% 15
2021
Q1 		$1.33M Buy
+9,749
New +$1.4M 1.61% 17

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Alterity Financial Group's JPM Position: Q4 2023 in Review

Alterity Financial Group reduced its JPMorgan Chase (JPM) stake by 2.5% in Q4 2023, selling an estimated $36.7K and leaving 9,499 shares worth $1.62M. The position accounts for 2.31% of the portfolio, ranked #11.

Alterity Financial Group first reported a position in JPM in Q1 2021 and has held it in 9 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Alterity Financial Group held 9,499 shares of JPMorgan Chase worth $1.62M as of Q4 2023.
  • Alterity Financial Group sold 242 JPMorgan Chase shares in Q4 2023, an estimated $36.7K.
  • JPMorgan Chase made up 2.31% of Alterity Financial Group's portfolio in Q4 2023, its #11 holding.
  • Alterity Financial Group first reported a position in JPMorgan Chase in Q1 2021 and has held it in 9 quarters since.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Alterity Financial Group's 13F filing for Q4 2023, filed 18 Jan 2024.