Connectus Wealth’s JPMorgan Chase JPM Stock Holding History

Connectus 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 Q1	$93.7M	Sell	467,796 -88,837	-16%	-$16M	2.56%	9
2023 Q4	$94.7M	Sell	556,633 -8,067	-1%	-$1.22M	1.94%	9
2023 Q3	$81.9M	Buy	564,700 +295	+0.1%	+$44.2K	1.82%	12
2023 Q2	$82.1M	Buy	564,405 +47,255	+9%	+$6.5M	1.89%	10
2023 Q1	$67.4M	Buy	517,150 +3,836	+0.7%	+$526K	1.66%	11
2022 Q4	$68.8M	Sell	513,314 -15,437	-3%	-$1.96M	1.63%	10
2022 Q3	$55.3M	Sell	528,751 -9,144	-2%	-$1.05M	1.15%	13
2022 Q2	$60.6M	Buy	537,895 +494,628	+1,143%	+$61.3M	1.38%	13
2022 Q1	$6.86M	Sell	43,267 -4,834	-10%	-$714K	0.22%	92
2021 Q4	$7.62M	Buy	+48,101	New	+$7.9M	0.3%	62

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Connectus Wealth's JPM Position: Q1 2024 in Review

Connectus Wealth reduced its JPMorgan Chase (JPM) stake by 16% in Q1 2024, selling an estimated $16M and leaving 467,796 shares worth $93.7M. The position accounts for 2.56% of the portfolio, ranked #9.

Connectus Wealth first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. The position peaked at $94.7M in Q4 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Connectus Wealth held 467,796 shares of JPMorgan Chase worth $93.7M as of Q1 2024.
Connectus Wealth sold 88,837 JPMorgan Chase shares in Q1 2024, an estimated $16M.
JPMorgan Chase made up 2.56% of Connectus Wealth's portfolio in Q1 2024, its #9 holding.
Connectus Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
Connectus Wealth's JPMorgan Chase position peaked at $94.7M in Q4 2023.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Connectus Wealth's 13F filing for Q1 2024, filed 14 May 2024.