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Atlas Private Wealth Management’s JPMorgan Chase JPM Stock Holding History

Atlas Private Wealth Management’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
Q1 		$5.93M Buy
29,624
+718
+2% +$130K 2.49% 9
2023
Q4 		$4.92M Buy
28,906
+1,371
+5% +$208K 2.31% 10
2023
Q3 		$3.99M Buy
27,535
+429
+2% +$64.3K 2.14% 10
2023
Q2 		$3.94M Buy
27,106
+2,834
+12% +$390K 2.08% 11
2023
Q1 		$3.16M Buy
24,272
+967
+4% +$132K 1.9% 12
2022
Q4 		$3.13M Buy
23,305
+1,566
+7% +$198K 1.44% 14
2022
Q3 		$2.27M Buy
21,739
+696
+3% +$79.9K 1.65% 15
2022
Q2 		$2.37M Sell
21,043
-1,719
-8% -$213K 1.62% 16
2022
Q1 		$3.1M Buy
22,762
+959
+4% +$142K 1.8% 15
2021
Q4 		$3.45M Buy
21,803
+2,589
+13% +$425K 1.92% 12
2021
Q3 		$3.15M Buy
19,214
+389
+2% +$61K 1.92% 12
2021
Q2 		$2.93M Buy
18,825
+1,261
+7% +$198K 1.81% 14
2021
Q1 		$2.67M Buy
17,564
+2
+0% +$288 1.71% 13
2020
Q4 		$2.23M Sell
17,562
-38
-0.2% -$4.25K 1.59% 18
2020
Q3 		$1.69M Buy
17,600
+1,486
+9% +$146K 1.33% 21
2020
Q2 		$1.52M Buy
16,114
+106
+0.7% +$10.1K 1.22% 22
2020
Q1 		$1.44M Buy
16,008
+1,931
+14% +$235K 1.33% 21
2019
Q4 		$1.96M Buy
+14,077
New +$1.81M 1.51% 16

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
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

Atlas Private Wealth Management's JPM Position: Q1 2024 in Review

Atlas Private Wealth Management increased its JPMorgan Chase (JPM) stake by 2.5% in Q1 2024, buying an estimated $130K and bringing the position to 29,624 shares worth $5.93M. The position accounts for 2.49% of the portfolio, ranked #9.

Atlas Private Wealth Management first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Atlas Private Wealth Management held 29,624 shares of JPMorgan Chase worth $5.93M as of Q1 2024.
  • Atlas Private Wealth Management bought 718 JPMorgan Chase shares in Q1 2024, an estimated $130K.
  • JPMorgan Chase made up 2.49% of Atlas Private Wealth Management's portfolio in Q1 2024, its #9 holding.
  • Atlas Private Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Atlas Private Wealth Management's 13F filing for Q1 2024, filed 15 Apr 2024.