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Campbell Wealth Management’s JPMorgan Chase JPM Stock Holding History

Campbell 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
Q4 		$528K Buy
2,201
+312
+17% +$72.7K 0.05% 43
2024
Q3 		$398K Sell
1,889
-181
-9% -$38.1K 0.04% 39
2024
Q2 		$419K Hold
2,070
– – 0.14% 23
2024
Q1 		$415K Buy
2,070
+140
+7% +$25.3K 0.04% 49
2023
Q4 		$328K Sell
1,930
-456
-19% -$69.1K 0.04% 43
2023
Q3 		$346K Buy
2,386
+161
+7% +$24.1K 0.04% 45
2023
Q2 		$324K Buy
2,225
+100
+5% +$13.8K 0.04% 49
2023
Q1 		$277K Sell
2,125
-77
-3% -$10.6K 0.03% 52
2022
Q4 		$295K Buy
2,202
+44
+2% +$5.58K 0.04% 53
2022
Q3 		$226K Sell
2,158
-76
-3% -$8.72K 0.03% 65
2022
Q2 		$252K Sell
2,234
-75
-3% -$9.29K 0.04% 48
2022
Q1 		$315K Buy
2,309
+1
+0% +$148 0.04% 49
2021
Q4 		$366K Buy
2,308
+169
+8% +$27.8K 0.04% 45
2021
Q3 		$350K Buy
2,139
+33
+2% +$5.17K 0.05% 40
2021
Q2 		$328K Buy
+2,106
New +$331K 0.04% 41
2020
Q3 		– Sell
-1,718
Closed -$162K – 217
2020
Q2 		$162K Buy
+1,718
New +$163K 0.03% 66
2020
Q1 		– Sell
-2,097
Closed -$292K – 58
2019
Q4 		$292K Sell
2,097
-385
-16% -$49.4K 0.06% 50
2019
Q3 		$292K Sell
2,482
-121
-5% -$13.7K 0.06% 45
2019
Q2 		$291K Sell
2,603
-142
-5% -$15.7K 0.07% 43
2019
Q1 		$278K Buy
2,745
+386
+16% +$39.8K 0.07% 43
2018
Q4 		$230K Buy
+2,359
New +$251K 0.07% 43

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Campbell Wealth Management's JPM Position: Q4 2024 in Review

Campbell Wealth Management increased its JPMorgan Chase (JPM) stake by 17% in Q4 2024, buying an estimated $72.7K and bringing the position to 2,201 shares worth $528K. The position accounts for 0.05% of the portfolio, ranked #43.

Campbell Wealth Management first reported a position in JPM in Q4 2018 and has held it in 21 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Campbell Wealth Management held 2,201 shares of JPMorgan Chase worth $528K as of Q4 2024.
  • Campbell Wealth Management bought 312 JPMorgan Chase shares in Q4 2024, an estimated $72.7K.
  • JPMorgan Chase made up 0.05% of Campbell Wealth Management's portfolio in Q4 2024, its #43 holding.
  • Campbell Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 21 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Campbell Wealth Management's 13F filing for Q4 2024, filed 30 Jan 2025.