Claar Advisors’s JPMorgan Chase JPM Stock Holding History

Claar Advisors’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	-18,800	Closed	-$3.8M	–	23
2024 Q2	$3.8M	Sell	18,800 -20,000	-52%	-$3.91M	1.22%	20
2024 Q1	$7.77M	Hold	38,800	–	–	2.5%	15
2023 Q4	$6.6M	Hold	38,800	–	–	2.34%	17
2023 Q3	$5.63M	Hold	38,800	–	–	2.23%	17
2023 Q2	$5.64M	Hold	38,800	–	–	2.14%	18
2023 Q1	$5.06M	Buy	+38,800	New	+$5.32M	2.05%	19
2020 Q1	–	Sell	-20,000	Closed	-$2.79M	–	36
2019 Q4	$2.79M	Buy	+20,000	New	+$2.57M	0.98%	22
2017 Q3	–	Sell	-100,000	Closed	-$9.14M	–	39
2017 Q2	$9.14M	Buy	+100,000	New	+$8.63M	2.6%	16

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

Claar Advisors's JPM Position: Q3 2024 in Review

Claar Advisors sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 18,800 shares — an estimated $3.8M sold.

Claar Advisors first reported a position in JPM in Q2 2017 and held it in 8 quarters. The position peaked at $9.14M in Q2 2017. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Claar Advisors reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Claar Advisors sold 18,800 JPMorgan Chase shares in Q3 2024, an estimated $3.8M.
Claar Advisors first reported a position in JPMorgan Chase in Q2 2017 and held it in 8 quarters.
Claar Advisors's JPMorgan Chase position peaked at $9.14M in Q2 2017.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Claar Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.