Capital Wealth Alliance’s JPMorgan Chase JPM Stock Holding History

Capital Wealth Alliance’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	–	Sell	-1,074	Closed	-$217K	–	91
2024 Q2	$217K	Buy	1,074 +15	+1%	+$2.93K	0.12%	93
2024 Q1	$212K	Buy	+1,059	New	+$191K	0.13%	95
2022 Q1	–	Sell	-2,575	Closed	-$407K	–	142
2021 Q4	$407K	Sell	2,575 -55	-2%	-$9.03K	0.24%	94
2021 Q3	$438K	Buy	2,630 +3	+0.1%	+$470	0.27%	87
2021 Q2	$386K	Buy	2,627 +3	+0.1%	+$471	0.25%	89
2021 Q1	$399K	Sell	2,624 -11	-0.4%	-$1.58K	0.27%	82
2020 Q4	$352K	Sell	2,635 -107	-4%	-$12K	0.26%	83
2020 Q3	$264K	Buy	+2,742	New	+$269K	0.24%	80
2020 Q1	–	Sell	-1,350	Closed	-$179K	–	210
2019 Q4	$179K	Buy	+1,350	New	+$173K	0.15%	85

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

Capital Wealth Alliance's JPM Position: Q3 2024 in Review

Capital Wealth Alliance sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,074 shares — an estimated $217K sold.

Capital Wealth Alliance first reported a position in JPM in Q4 2019 and held it in 9 quarters. The position peaked at $438K in Q3 2021. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Capital Wealth Alliance reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Capital Wealth Alliance sold 1,074 JPMorgan Chase shares in Q3 2024, an estimated $217K.
Capital Wealth Alliance first reported a position in JPMorgan Chase in Q4 2019 and held it in 9 quarters.
Capital Wealth Alliance's JPMorgan Chase position peaked at $438K in Q3 2021.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Capital Wealth Alliance's 13F filing for Q3 2024, filed 30 Oct 2024.