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Benedetti & Gucer’s JPMorgan Chase JPM Stock Holding History

Benedetti & Gucer’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
Q1 		$956K Sell
4,774
-835
-15% -$151K 0.47% 39
2023
Q4 		$954K Sell
5,609
-2,805
-33% -$425K 0.5% 40
2023
Q3 		$1.22M Sell
8,414
-553
-6% -$82.9K 0.67% 30
2023
Q2 		$1.3M Buy
8,967
+3,791
+73% +$521K 0.67% 31
2023
Q1 		$674K Buy
+5,176
New +$709K 0.39% 47

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Benedetti & Gucer's JPM Position: Q1 2024 in Review

Benedetti & Gucer reduced its JPMorgan Chase (JPM) stake by 15% in Q1 2024, selling an estimated $151K and leaving 4,774 shares worth $956K. The position accounts for 0.47% of the portfolio, ranked #39.

Benedetti & Gucer first reported a position in JPM in Q1 2023 and has held it in 5 quarters since. The position peaked at $1.3M in Q2 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Benedetti & Gucer held 4,774 shares of JPMorgan Chase worth $956K as of Q1 2024.
  • Benedetti & Gucer sold 835 JPMorgan Chase shares in Q1 2024, an estimated $151K.
  • JPMorgan Chase made up 0.47% of Benedetti & Gucer's portfolio in Q1 2024, its #39 holding.
  • Benedetti & Gucer first reported a position in JPMorgan Chase in Q1 2023 and has held it in 5 quarters since.
  • Benedetti & Gucer's JPMorgan Chase position peaked at $1.3M in Q2 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.