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Cedar Brook Financial Partners’s JPMorgan Chase JPM Stock Holding History

Cedar Brook Financial Partners’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
-1,213
Closed -$245K – 17
2024
Q2 		$245K Sell
1,213
-16,422
-93% -$3.21M 1.85% 19
2024
Q1 		$3.53M Buy
17,635
+18
+0.1% +$3.25K 0.7% 33
2023
Q4 		$3M Buy
17,617
+630
+4% +$95.5K 0.67% 34
2023
Q3 		$2.46M Sell
16,987
-875
-5% -$131K 0.64% 36
2023
Q2 		$2.6M Buy
17,862
+20
+0.1% +$2.75K 0.62% 36
2023
Q1 		$2.33M Buy
17,842
+448
+3% +$61.4K 0.6% 37
2022
Q4 		$2.33M Buy
17,394
+444
+3% +$56.3K 0.66% 33
2022
Q3 		$1.77M Buy
16,950
+745
+5% +$85.5K 0.57% 39
2022
Q2 		$1.82M Buy
16,205
+580
+4% +$71.9K 0.57% 39
2022
Q1 		$2.13M Sell
15,625
-293
-2% -$43.2K 0.55% 41
2021
Q4 		$2.52M Buy
15,918
+133
+0.8% +$21.8K 0.65% 35
2021
Q3 		$2.58M Buy
15,785
+460
+3% +$72.1K 0.78% 26
2021
Q2 		$2.38M Sell
15,325
-118
-0.8% -$18.5K 0.69% 29
2021
Q1 		$2.35M Sell
15,443
-720
-4% -$104K 0.81% 23
2020
Q4 		$2.05M Sell
16,163
-234
-1% -$26.2K 0.73% 30
2020
Q3 		$1.58M Buy
16,397
+4,505
+38% +$442K 0.62% 34
2020
Q2 		$1.12M Buy
11,892
+365
+3% +$34.6K 0.5% 52
2020
Q1 		$1.04M Buy
11,527
+61
+0.5% +$7.41K 0.58% 46
2019
Q4 		$1.6M Sell
11,466
-641
-5% -$82.2K 0.68% 34
2019
Q3 		$1.43M Sell
12,107
-147
-1% -$16.6K 0.63% 35
2019
Q2 		$1.37M Buy
12,254
+266
+2% +$29.3K 0.63% 35
2019
Q1 		$1.21M Buy
11,988
+2,193
+22% +$226K 0.59% 45
2018
Q4 		$956K Buy
+9,795
New +$1.04M 0.58% 48

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

Cedar Brook Financial Partners's JPM Position: Q3 2024 in Review

Cedar Brook Financial Partners sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,213 shares — an estimated $245K sold.

Cedar Brook Financial Partners first reported a position in JPM in Q4 2018 and held it in 23 quarters. The position peaked at $3.53M in Q1 2024. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Cedar Brook Financial Partners reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
  • Cedar Brook Financial Partners sold 1,213 JPMorgan Chase shares in Q3 2024, an estimated $245K.
  • Cedar Brook Financial Partners first reported a position in JPMorgan Chase in Q4 2018 and held it in 23 quarters.
  • Cedar Brook Financial Partners's JPMorgan Chase position peaked at $3.53M in Q1 2024.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Cedar Brook Financial Partners's 13F filing for Q3 2024, filed 21 Oct 2024.