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Annapolis Financial Services’s JPMorgan Chase JPM Stock Holding History

Annapolis Financial Services’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 		$301K Buy
1,426
+17
+1% +$3.58K 0.09% 81
2024
Q2 		$285K Buy
1,409
+2
+0.1% +$391 0.09% 82
2024
Q1 		$282K Sell
1,407
-297
-17% -$53.6K 0.09% 81
2023
Q4 		$290K Sell
1,704
-26
-2% -$3.94K 0.07% 106
2023
Q3 		$251K Buy
1,730
+3
+0.2% +$450 0.07% 101
2023
Q2 		$251K Buy
1,727
+253
+17% +$34.8K 0.07% 101
2023
Q1 		$192K Buy
1,474
+1
+0.1% +$137 0.06% 110
2022
Q4 		$198K Sell
1,473
-399
-21% -$50.6K 0.06% 110
2022
Q3 		$196K Buy
1,872
+213
+13% +$24.4K 0.07% 107
2022
Q2 		$187K Buy
1,659
+5
+0.3% +$619 0.07% 108
2022
Q1 		$225K Buy
1,654
+299
+22% +$44.1K 0.07% 100
2021
Q4 		$215K Buy
1,355
+5
+0.4% +$821 0.07% 105
2021
Q3 		$221K Buy
1,350
+98
+8% +$15.4K 0.07% 101
2021
Q2 		$195K Sell
1,252
-288
-19% -$45.2K 0.07% 101
2021
Q1 		$234K Buy
1,540
+3
+0.2% +$432 0.09% 88
2020
Q4 		$195K Buy
+1,537
New +$172K 0.08% 88

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

Annapolis Financial Services's JPM Position: Q3 2024 in Review

Annapolis Financial Services increased its JPMorgan Chase (JPM) stake by 1.2% in Q3 2024, buying an estimated $3.58K and bringing the position to 1,426 shares worth $301K. The position accounts for 0.09% of the portfolio, ranked #81.

Annapolis Financial Services first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Annapolis Financial Services held 1,426 shares of JPMorgan Chase worth $301K as of Q3 2024.
  • Annapolis Financial Services bought 17 JPMorgan Chase shares in Q3 2024, an estimated $3.58K.
  • JPMorgan Chase made up 0.09% of Annapolis Financial Services's portfolio in Q3 2024, its #81 holding.
  • Annapolis Financial Services first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Annapolis Financial Services's 13F filing for Q3 2024, filed 16 Oct 2024.