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BBJS Financial Advisors’s JPMorgan Chase JPM Stock Holding History

BBJS Financial Advisors’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 		$55.9K Hold
265
– – 0.02% 68
2024
Q2 		$53.6K Buy
265
+215
+430% +$42K 0.02% 67
2024
Q1 		$10K Buy
+50
New +$9.02K ﹤0.01% 95

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

BBJS Financial Advisors's JPM Position: Q3 2024 in Review

BBJS Financial Advisors held its JPMorgan Chase (JPM) position steady in Q3 2024 at 265 shares worth $55.9K. The position accounts for 0.02% of the portfolio, ranked #68.

BBJS Financial Advisors first reported a position in JPM in Q1 2024 and has held it in 3 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • BBJS Financial Advisors held 265 shares of JPMorgan Chase worth $55.9K as of Q3 2024.
  • BBJS Financial Advisors left its JPMorgan Chase share count unchanged in Q3 2024.
  • JPMorgan Chase made up 0.02% of BBJS Financial Advisors's portfolio in Q3 2024, its #68 holding.
  • BBJS Financial Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 3 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on BBJS Financial Advisors's 13F filing for Q3 2024, filed 15 Oct 2024.