CIC Wealth’s JPMorgan Chase JPM Stock Holding History

CIC Wealth’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	$2.36M	Buy	11,184 +234	+2%	+$49.3K	0.61%	40
2024 Q2	$2.21M	Buy	10,950 +273	+3%	+$53.4K	0.61%	40
2024 Q1	$2.14M	Sell	10,677 -217	-2%	-$39.2K	0.62%	42
2023 Q4	$1.85M	Sell	10,894 -58	-0.5%	-$8.79K	0.59%	41
2023 Q3	$1.59M	Buy	10,952 +107	+1%	+$16K	0.57%	43
2023 Q2	$1.58M	Buy	10,845 +26	+0.2%	+$3.58K	0.55%	45
2023 Q1	$1.41M	Sell	10,819 -57	-0.5%	-$7.81K	0.53%	48
2022 Q4	$1.46M	Buy	+10,876	New	+$1.38M	0.6%	45

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

CIC Wealth's JPM Position: Q3 2024 in Review

CIC Wealth increased its JPMorgan Chase (JPM) stake by 2.1% in Q3 2024, buying an estimated $49.3K and bringing the position to 11,184 shares worth $2.36M. The position accounts for 0.61% of the portfolio, ranked #40.

CIC Wealth first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

CIC Wealth held 11,184 shares of JPMorgan Chase worth $2.36M as of Q3 2024.
CIC Wealth bought 234 JPMorgan Chase shares in Q3 2024, an estimated $49.3K.
JPMorgan Chase made up 0.61% of CIC Wealth's portfolio in Q3 2024, its #40 holding.
CIC Wealth first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on CIC Wealth's 13F filing for Q3 2024, filed 8 Nov 2024.