Boston Mountain Money Management’s JPMorgan Chase JPM Stock Holding History

Boston Mountain Money Management’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	$239K	Buy	+1,133	New	+$239K	0.14%	57

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

Boston Mountain Money Management's JPM Position: Q3 2024 in Review

Boston Mountain Money Management opened a new position in JPMorgan Chase (JPM) in Q3 2024: 1,133 shares worth $239K. The stake represents 0.14% of the portfolio and ranks #57 among its holdings.

4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Boston Mountain Money Management held 1,133 shares of JPMorgan Chase worth $239K as of Q3 2024.
JPMorgan Chase was a new Boston Mountain Money Management position in Q3 2024.
JPMorgan Chase made up 0.14% of Boston Mountain Money Management's portfolio in Q3 2024, its #57 holding.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Boston Mountain Money Management's 13F filing for Q3 2024, filed 11 Oct 2024.