Bromfield Sneider Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Bromfield Sneider Wealth 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 Q1	$58.1K	Hold	290	–	–	0.04%	68
2023 Q4	$49.3K	Hold	290	–	–	0.03%	68
2023 Q3	$42.1K	Hold	290	–	–	0.03%	69
2023 Q2	$42.2K	Hold	290	–	–	0.03%	71
2023 Q1	$37.8K	Hold	290	–	–	0.03%	75
2022 Q4	$38.9K	Hold	290	–	–	0.04%	68
2022 Q3	$30K	Hold	290	–	–	0.04%	72
2022 Q2	$33K	Sell	290 -265	-48%	-$32.8K	0.04%	72
2022 Q1	$76K	Buy	+555	New	+$81.9K	0.08%	56

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Bromfield Sneider Wealth Advisors's JPM Position: Q1 2024 in Review

Bromfield Sneider Wealth Advisors held its JPMorgan Chase (JPM) position steady in Q1 2024 at 290 shares worth $58.1K. The position accounts for 0.04% of the portfolio, ranked #68.

Bromfield Sneider Wealth Advisors first reported a position in JPM in Q1 2022 and has held it in 9 quarters since. The position peaked at $76K in Q1 2022. 4,118 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Bromfield Sneider Wealth Advisors held 290 shares of JPMorgan Chase worth $58.1K as of Q1 2024.
Bromfield Sneider Wealth Advisors left its JPMorgan Chase share count unchanged in Q1 2024.
JPMorgan Chase made up 0.04% of Bromfield Sneider Wealth Advisors's portfolio in Q1 2024, its #68 holding.
Bromfield Sneider Wealth Advisors first reported a position in JPMorgan Chase in Q1 2022 and has held it in 9 quarters since.
Bromfield Sneider Wealth Advisors's JPMorgan Chase position peaked at $76K in Q1 2022.
4,118 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Bromfield Sneider Wealth Advisors's 13F filing for Q1 2024, filed 10 Apr 2024.