Belvedere Trading
JPM icon

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
2024
Q3 		– Sell
-2,000
Closed -$405K – 825
2024
Q2 		$405K Buy
+2,000
New +$391K ﹤0.01% 220
2023
Q1 		– Sell
-4,100
Closed -$550K – 1204
2022
Q4 		$550K Buy
+4,100
New +$519K ﹤0.01% 114

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

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.