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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 -$2.79K – 36
2019
Q4 		$2.79K 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

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Morgan Stanley
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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