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Carmichael Hill & Associates’s JPMorgan Chase JPM Stock Holding History

Carmichael Hill & Associates’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 		$1.27M Buy
6,023
+52
+0.9% +$11K 0.45% 53
2024
Q2 		$1.21M Sell
5,971
-531
-8% -$104K 0.47% 47
2024
Q1 		$1.3M Sell
6,502
-260
-4% -$46.9K 0.52% 45
2023
Q4 		$1.15M Sell
6,762
-59
-0.9% -$8.94K 0.48% 51
2023
Q3 		$989K Buy
6,821
+1
+0% +$150 0.46% 56
2023
Q2 		$992K Sell
6,820
-1,995
-23% -$274K 0.44% 54
2023
Q1 		$1.15M Buy
8,815
+7
+0.1% +$959 0.55% 45
2022
Q4 		$1.18M Sell
8,808
-92
-1% -$11.7K 0.61% 37
2022
Q3 		$930K Buy
8,900
+1,259
+16% +$144K 0.5% 46
2022
Q2 		$860K Buy
7,641
+120
+2% +$14.9K 0.45% 51
2022
Q1 		$1.02M Buy
7,521
+52
+0.7% +$7.68K 0.47% 46
2021
Q4 		$1.18M Buy
7,469
+72
+1% +$11.8K 0.53% 42
2021
Q3 		$1.21M Buy
7,397
+41
+0.6% +$6.43K 0.6% 37
2021
Q2 		$1.14M Sell
7,356
-98
-1% -$15.4K 0.58% 40
2021
Q1 		$1.14M Buy
7,454
+1
+0% +$144 0.63% 40
2020
Q4 		$947K Buy
7,453
+2
+0% +$224 0.56% 41
2020
Q3 		$717K Buy
7,451
+168
+2% +$16.5K 0.48% 47
2020
Q2 		$685K Buy
7,283
+203
+3% +$19.3K 0.5% 46
2020
Q1 		$637K Buy
7,080
+11
+0.2% +$1.34K 0.56% 47
2019
Q4 		$985K Buy
7,069
+2
+0% +$257 0.7% 35
2019
Q3 		$832K Buy
7,067
+125
+2% +$14.1K 0.82% 38
2019
Q2 		$776K Buy
6,942
+2
+0% +$221 0.77% 40
2019
Q1 		$703K Buy
6,940
+155
+2% +$16K 0.73% 42
2018
Q4 		$662K Buy
6,785
+152
+2% +$16.2K 0.75% 41
2018
Q3 		$748K Buy
6,633
+1
+0% +$114 0.72% 43
2018
Q2 		$691K Buy
6,632
+301
+5% +$33K 0.74% 42
2018
Q1 		$696K Sell
6,331
-79
-1% -$8.95K 0.76% 42
2017
Q4 		$686K Buy
+6,410
New +$649K 0.75% 40

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

Carmichael Hill & Associates's JPM Position: Q3 2024 in Review

Carmichael Hill & Associates increased its JPMorgan Chase (JPM) stake by 0.87% in Q3 2024, buying an estimated $11K and bringing the position to 6,023 shares worth $1.27M. The position accounts for 0.45% of the portfolio, ranked #53.

Carmichael Hill & Associates first reported a position in JPM in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.3M in Q1 2024. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Carmichael Hill & Associates held 6,023 shares of JPMorgan Chase worth $1.27M as of Q3 2024.
  • Carmichael Hill & Associates bought 52 JPMorgan Chase shares in Q3 2024, an estimated $11K.
  • JPMorgan Chase made up 0.45% of Carmichael Hill & Associates's portfolio in Q3 2024, its #53 holding.
  • Carmichael Hill & Associates first reported a position in JPMorgan Chase in Q4 2017 and has held it in 28 quarters since.
  • Carmichael Hill & Associates's JPMorgan Chase position peaked at $1.3M in Q1 2024.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Carmichael Hill & Associates's 13F filing for Q3 2024, filed 29 Oct 2024.