Axiom Advisory’s JPMorgan Chase JPM Stock Holding History

Axiom Advisory’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	$2.53M	Buy	12,011 +443	+4%	+$93.3K	0.02%	97
2024 Q2	$2.26M	Buy	+11,568	New	+$2.26M	0.02%	97

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

Axiom Advisory's JPM Position: Q3 2024 in Review

Axiom Advisory increased its JPMorgan Chase (JPM) stake by 3.8% in Q3 2024, buying an estimated $93.3K and bringing the position to 12,011 shares worth $2.53M. The position accounts for 0.02% of the portfolio, ranked #97.

Axiom Advisory first reported a position in JPM in Q2 2024 and has held it in 2 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Axiom Advisory held 12,011 shares of JPMorgan Chase worth $2.53M as of Q3 2024.
Axiom Advisory bought 443 JPMorgan Chase shares in Q3 2024, an estimated $93.3K.
JPMorgan Chase made up 0.02% of Axiom Advisory's portfolio in Q3 2024, its #97 holding.
Axiom Advisory first reported a position in JPMorgan Chase in Q2 2024 and has held it in 2 quarters since.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Axiom Advisory's 13F filing for Q3 2024, filed 7 Oct 2024.