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CEDRUS’s JPMorgan Chase JPM Stock Holding History

CEDRUS’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 		$1.03M Buy
4,906
+141
+3% +$29.7K 0.38% 53
2024
Q2 		$964K Buy
4,765
+371
+8% +$72.5K 0.48% 39
2024
Q1 		$880K Buy
4,394
+1,025
+30% +$185K 0.48% 39
2023
Q4 		$573K Buy
3,369
+355
+12% +$53.8K 0.35% 52
2023
Q3 		$437K Sell
3,014
-314
-9% -$47.1K 0.31% 64
2023
Q2 		$484K Sell
3,328
-125
-4% -$17.2K 0.34% 54
2023
Q1 		$450K Buy
3,453
+27
+0.8% +$3.7K 0.32% 65
2022
Q4 		$459K Buy
3,426
+52
+2% +$6.59K 0.37% 59
2022
Q3 		$353K Buy
3,374
+186
+6% +$21.3K 0.33% 60
2022
Q2 		$359K Buy
3,188
+335
+12% +$41.5K 0.35% 57
2022
Q1 		$389K Buy
2,853
+379
+15% +$55.9K 0.35% 66
2021
Q4 		$392K Buy
+2,474
New +$406K 0.38% 75

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

CEDRUS's JPM Position: Q3 2024 in Review

CEDRUS increased its JPMorgan Chase (JPM) stake by 3% in Q3 2024, buying an estimated $29.7K and bringing the position to 4,906 shares worth $1.03M. The position accounts for 0.38% of the portfolio, ranked #53.

CEDRUS first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • CEDRUS held 4,906 shares of JPMorgan Chase worth $1.03M as of Q3 2024.
  • CEDRUS bought 141 JPMorgan Chase shares in Q3 2024, an estimated $29.7K.
  • JPMorgan Chase made up 0.38% of CEDRUS's portfolio in Q3 2024, its #53 holding.
  • CEDRUS first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on CEDRUS's 13F filing for Q3 2024, filed 18 Oct 2024.