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Brophy Wealth Management’s JPMorgan Chase JPM Stock Holding History

Brophy Wealth 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 		$3.23M Buy
+15,322
New +$3.23M 1.16% 17

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

Brophy Wealth Management's JPM Position: Q3 2024 in Review

Brophy Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2024: 15,322 shares worth $3.23M. The stake represents 1.16% of the portfolio and ranks #17 among its holdings.

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

  • Brophy Wealth Management held 15,322 shares of JPMorgan Chase worth $3.23M as of Q3 2024.
  • JPMorgan Chase was a new Brophy Wealth Management position in Q3 2024.
  • JPMorgan Chase made up 1.16% of Brophy Wealth Management's portfolio in Q3 2024, its #17 holding.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Brophy Wealth Management's 13F filing for Q3 2024, filed 15 Nov 2024.