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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 		– Hold
0
– – – 206
2024
Q2 		– Hold
0
– – – 197
2024
Q1 		– Hold
0
– – – 206
2023
Q4 		– Hold
0
– – – 223
2023
Q3 		– Hold
0
– – – 229
2023
Q2 		– Hold
0
– – – 229

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.