Cassady Schiller Wealth Management’s JPMorgan Chase JPM Stock Holding History

Cassady Schiller 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	$735K	Buy	3,067 +191	+7%	+$44.5K	0.27%	55
2024 Q3	$606K	Sell	2,876 -266	-8%	-$56K	0.22%	61
2024 Q2	$636K	Sell	3,142 -400	-11%	-$78.2K	0.26%	57
2024 Q1	$709K	Buy	3,542 +237	+7%	+$42.8K	0.32%	52
2023 Q4	$562K	Hold	3,305	–	–	0.28%	54
2023 Q3	$479K	Buy	3,305 +62	+2%	+$9.29K	0.27%	56
2023 Q2	$472K	Buy	3,243 +41	+1%	+$5.64K	0.26%	62
2023 Q1	$417K	Hold	3,202	–	–	0.2%	69
2022 Q4	$429K	Sell	3,202 -197	-6%	-$25K	0.26%	66
2022 Q3	$355K	Sell	3,399 -46	-1%	-$5.28K	0.2%	74
2022 Q2	$388K	Buy	3,445 +93	+3%	+$11.5K	0.2%	66
2022 Q1	$457K	Buy	3,352 +324	+11%	+$47.8K	0.22%	66
2021 Q4	$479K	Buy	+3,028	New	+$497K	0.29%	54

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Cassady Schiller Wealth Management's JPM Position: Q4 2024 in Review

Cassady Schiller Wealth Management increased its JPMorgan Chase (JPM) stake by 6.6% in Q4 2024, buying an estimated $44.5K and bringing the position to 3,067 shares worth $735K. The position accounts for 0.27% of the portfolio, ranked #55.

Cassady Schiller Wealth Management first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Cassady Schiller Wealth Management held 3,067 shares of JPMorgan Chase worth $735K as of Q4 2024.
Cassady Schiller Wealth Management bought 191 JPMorgan Chase shares in Q4 2024, an estimated $44.5K.
JPMorgan Chase made up 0.27% of Cassady Schiller Wealth Management's portfolio in Q4 2024, its #55 holding.
Cassady Schiller Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Cassady Schiller Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.