Cook Wealth’s JPMorgan Chase JPM Stock Holding History

Cook 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
2025 Q1	–	Sell	-1,893	Closed	-$503K	–	54
2024 Q4	$503K	Buy	1,893 +155	+9%	+$36.1K	0.24%	33
2024 Q3	$390K	Sell	1,738 -1,196	-41%	-$252K	0.2%	38
2024 Q2	$612K	Sell	2,934 -364	-11%	-$71.2K	0.33%	32
2024 Q1	$632K	Sell	3,298 -2	-0.1%	-$361	0.38%	27
2023 Q4	$563K	Buy	3,300 +77	+2%	+$11.7K	0.36%	29
2023 Q3	$454K	Buy	3,223 +400	+14%	+$60K	0.35%	24
2023 Q2	$440K	Buy	2,823 +235	+9%	+$32.3K	0.34%	22
2023 Q1	$355K	Buy	2,588 +15	+0.6%	+$2.06K	0.3%	22
2022 Q4	$345K	Hold	2,573	–	–	0.33%	22
2022 Q3	$321K	Hold	2,573	–	–	0.35%	24
2022 Q2	$294K	Sell	2,573 -80	-3%	-$9.91K	0.3%	28
2022 Q1	$329K	Hold	2,653	–	–	0.35%	22
2021 Q4	$405K	Buy	+2,653	New	+$436K	0.42%	19

Other funds holding JPM

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

BlackRock New York $5.7T 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

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 Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return