Coulter & Justus Financial Services’s JPMorgan Chase JPM Stock Holding History

Coulter & Justus Financial Services’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	$25.1M	Buy	+125,066	New	+$22.6M	5.56%	1

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

Coulter & Justus Financial Services's JPM Position: Q1 2024 in Review

Coulter & Justus Financial Services opened a new position in JPMorgan Chase (JPM) in Q1 2024: 125,066 shares worth $25.1M. The stake represents 5.56% of the portfolio and ranks #1 among its holdings.

4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Coulter & Justus Financial Services held 125,066 shares of JPMorgan Chase worth $25.1M as of Q1 2024.
JPMorgan Chase was a new Coulter & Justus Financial Services position in Q1 2024.
JPMorgan Chase made up 5.56% of Coulter & Justus Financial Services's portfolio in Q1 2024, its #1 holding.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Coulter & Justus Financial Services's 13F filing for Q1 2024, filed 3 May 2024.