Avenir Corporation’s JPMorgan Chase JPM Stock Holding History

Avenir Corporation’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	–	Sell	-2,924	Closed	-$591K	–	69
2024 Q2	$591K	Hold	2,924	–	–	0.06%	47
2024 Q1	$586K	Hold	2,924	–	–	0.05%	47
2023 Q4	$497K	Hold	2,924	–	–	0.04%	47
2023 Q3	$424K	Hold	2,924	–	–	0.04%	44
2023 Q2	$425K	Hold	2,924	–	–	0.04%	48
2023 Q1	$381K	Hold	2,924	–	–	0.04%	50
2022 Q4	$392K	Hold	2,924	–	–	0.04%	48
2022 Q3	$306K	Hold	2,924	–	–	0.03%	51
2022 Q2	$329K	Hold	2,924	–	–	0.03%	52
2022 Q1	$399K	Hold	2,924	–	–	0.03%	52
2021 Q4	$463K	Hold	2,924	–	–	0.04%	51
2021 Q3	$479K	Hold	2,924	–	–	0.04%	53
2021 Q2	$455K	Hold	2,924	–	–	0.04%	51
2021 Q1	$445K	Sell	2,924 -164	-5%	-$23.6K	0.04%	54
2020 Q4	$392K	Hold	3,088	–	–	0.04%	52
2020 Q3	$297K	Hold	3,088	–	–	0.03%	59
2020 Q2	$290K	Sell	3,088 -140	-4%	-$13.3K	0.03%	57
2020 Q1	$291K	Buy	3,228 +164	+5%	+$19.9K	0.04%	57
2019 Q4	$427K	Buy	3,064 +1,094	+56%	+$140K	0.04%	59
2019 Q3	$232K	Hold	1,970	–	–	0.02%	65
2019 Q2	$220K	Buy	+1,970	New	+$217K	0.02%	65
2018 Q4	–	Sell	-1,830	Closed	-$206K	–	66
2018 Q3	$206K	Buy	+1,830	New	+$208K	0.02%	64
2018 Q2	–	Sell	-1,830	Closed	-$201K	–	69
2018 Q1	$201K	Buy	+1,830	New	+$207K	0.02%	65

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avenir Corporation's JPM Position: Q3 2024 in Review

Avenir Corporation sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 2,924 shares — an estimated $591K sold.

Avenir Corporation first reported a position in JPM in Q1 2018 and held it in 23 quarters. The position peaked at $591K in Q2 2024. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Avenir Corporation reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Avenir Corporation sold 2,924 JPMorgan Chase shares in Q3 2024, an estimated $591K.
Avenir Corporation first reported a position in JPMorgan Chase in Q1 2018 and held it in 23 quarters.
Avenir Corporation's JPMorgan Chase position peaked at $591K in Q2 2024.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Avenir Corporation's 13F filing for Q3 2024, filed 14 Nov 2024.