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Avitas Wealth Management’s JPMorgan Chase JPM Stock Holding History

Avitas 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
Q4 		$16.6M Buy
69,127
+385
+0.6% +$89.7K 2.29% 7
2024
Q3 		$14.5M Buy
68,742
+807
+1% +$170K 2.04% 8
2024
Q2 		$13.7M Buy
67,935
+123
+0.2% +$24K 2.01% 8
2024
Q1 		$13.6M Buy
67,812
+667
+1% +$120K 2.06% 8
2023
Q4 		$11.4M Buy
67,145
+16,421
+32% +$2.49M 1.91% 9
2023
Q3 		$7.36M Sell
50,724
-151
-0.3% -$22.6K 1.4% 13
2023
Q2 		$7.4M Buy
50,875
+455
+0.9% +$62.6K 1.34% 13
2023
Q1 		$6.57M Sell
50,420
-317
-0.6% -$43.4K 1.29% 16
2022
Q4 		$6.8M Sell
50,737
-245
-0.5% -$31K 1.44% 11
2022
Q3 		$5.33M Buy
50,982
+604
+1% +$69.3K 1.22% 20
2022
Q2 		$5.67M Buy
50,378
+2,636
+6% +$327K 1.24% 17
2022
Q1 		$6.51M Sell
47,742
-619
-1% -$91.4K 1.17% 16
2021
Q4 		$7.66M Buy
48,361
+732
+2% +$120K 1.28% 18
2021
Q3 		$7.8M Sell
47,629
-278
-0.6% -$43.6K 1.42% 11
2021
Q2 		$7.45M Buy
47,907
+949
+2% +$149K 1.33% 12
2021
Q1 		$7.15M Buy
46,958
+957
+2% +$138K 1.4% 9
2020
Q4 		$5.84M Buy
46,001
+852
+2% +$95.2K 1.18% 10
2020
Q3 		$4.35M Buy
45,149
+354
+0.8% +$34.8K 1.21% 18
2020
Q2 		$4.21M Buy
44,795
+5,830
+15% +$553K 1.4% 14
2020
Q1 		$3.51M Sell
38,965
-16,540
-30% -$2.01M 1.6% 16
2019
Q4 		$7.74M Buy
55,505
+294
+0.5% +$37.7K 1.98% 4
2019
Q3 		$6.5M Buy
55,211
+847
+2% +$95.8K 1.79% 4
2019
Q2 		$6.08M Sell
54,364
-133
-0.2% -$14.7K 1.69% 6
2019
Q1 		$5.52M Buy
54,497
+703
+1% +$72.4K 1.61% 9
2018
Q4 		$5.25M Buy
53,794
+289
+0.5% +$30.8K 1.72% 3
2018
Q3 		$6.04M Buy
53,505
+1,971
+4% +$224K 1.71% 2
2018
Q2 		$5.37M Buy
+51,534
New +$5.65M 1.67% 2

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Avitas Wealth Management's JPM Position: Q4 2024 in Review

Avitas Wealth Management increased its JPMorgan Chase (JPM) stake by 0.56% in Q4 2024, buying an estimated $89.7K and bringing the position to 69,127 shares worth $16.6M. The position accounts for 2.29% of the portfolio, ranked #7.

Avitas Wealth Management first reported a position in JPM in Q2 2018 and has held it in 27 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Avitas Wealth Management held 69,127 shares of JPMorgan Chase worth $16.6M as of Q4 2024.
  • Avitas Wealth Management bought 385 JPMorgan Chase shares in Q4 2024, an estimated $89.7K.
  • JPMorgan Chase made up 2.29% of Avitas Wealth Management's portfolio in Q4 2024, its #7 holding.
  • Avitas Wealth Management first reported a position in JPMorgan Chase in Q2 2018 and has held it in 27 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Avitas Wealth Management's 13F filing for Q4 2024, filed 27 Jan 2025.