Belvedere Trading’s JPMorgan Chase JPM Stock Holding History

Belvedere Trading’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
2023 Q1	–	Sell	-1,500	Closed	-$201K	–	1202
2022 Q4	$201K	Buy	+1,500	New	+$190K	﹤0.01%	331

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

Belvedere Trading's JPM Position: Q3 2024 in Review

Belvedere Trading sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 459 shares — an estimated $92.8K sold.

Belvedere Trading first reported a position in JPM in Q4 2014 and held it in 3 quarters. The position peaked at $5.27M in Q4 2014. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Belvedere Trading reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Belvedere Trading sold 459 JPMorgan Chase shares in Q3 2024, an estimated $92.8K.
Belvedere Trading first reported a position in JPMorgan Chase in Q4 2014 and held it in 3 quarters.
Belvedere Trading's JPMorgan Chase position peaked at $5.27M in Q4 2014.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Belvedere Trading's 13F filing for Q3 2024, filed 30 Oct 2024.