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Credential Qtrade Securities’s JPMorgan Chase JPM Stock Holding History

Credential Qtrade Securities’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 		$1.43M Buy
7,132
+945
+15% +$171K 0.08% 111
2023
Q4 		$1.05M Sell
6,187
-716
-10% -$109K 0.06% 129
2023
Q3 		$1M Buy
6,903
+183
+3% +$27.4K 0.07% 127
2023
Q2 		$977K Buy
6,720
+1,207
+22% +$166K 0.06% 130
2023
Q1 		$718K Buy
5,513
+2,265
+70% +$310K 0.05% 157
2022
Q4 		$436K Sell
3,248
-8,879
-73% -$1.13M 0.03% 193
2022
Q3 		$1.27M Buy
12,127
+612
+5% +$70.2K 0.1% 102
2022
Q2 		$1.3M Buy
11,515
+8,457
+277% +$1.05M 0.09% 106
2022
Q1 		$417K Sell
3,058
-3,173
-51% -$468K 0.03% 202
2021
Q4 		$987K Sell
6,231
-4,192
-40% -$688K 0.07% 139
2021
Q3 		$1.71M Buy
10,423
+131
+1% +$20.5K 0.13% 81
2021
Q2 		$1.6M Sell
10,292
-3,423
-25% -$538K 0.13% 87
2021
Q1 		$2.09M Sell
13,715
-73
-0.5% -$10.5K 0.19% 71
2020
Q4 		$1.75M Buy
13,788
+80
+0.6% +$8.94K 0.18% 73
2020
Q3 		$1.32M Sell
13,708
-154
-1% -$15.1K 0.15% 82
2020
Q2 		$1.3M Sell
13,862
-854
-6% -$81K 0.17% 79
2020
Q1 		$1.32M Sell
14,716
-8,067
-35% -$980K 0.22% 66
2019
Q4 		$3.18M Buy
22,783
+569
+3% +$73K 0.43% 39
2019
Q3 		$2.61M Sell
22,214
-3,953
-15% -$447K 0.4% 38
2019
Q2 		$2.93M Sell
26,167
-1,228
-4% -$135K 0.48% 35
2019
Q1 		$2.77M Sell
27,395
-252
-0.9% -$26K 0.51% 36
2018
Q4 		$2.7M Sell
27,647
-3,454
-11% -$368K 0.59% 33
2018
Q3 		$3.51M Buy
+31,101
New +$3.53M 0.71% 29

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Credential Qtrade Securities's JPM Position: Q1 2024 in Review

Credential Qtrade Securities increased its JPMorgan Chase (JPM) stake by 15% in Q1 2024, buying an estimated $171K and bringing the position to 7,132 shares worth $1.43M. The position accounts for 0.08% of the portfolio, ranked #111.

Credential Qtrade Securities first reported a position in JPM in Q3 2018 and has held it in 23 quarters since. The position peaked at $3.51M in Q3 2018. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Credential Qtrade Securities held 7,132 shares of JPMorgan Chase worth $1.43M as of Q1 2024.
  • Credential Qtrade Securities bought 945 JPMorgan Chase shares in Q1 2024, an estimated $171K.
  • JPMorgan Chase made up 0.08% of Credential Qtrade Securities's portfolio in Q1 2024, its #111 holding.
  • Credential Qtrade Securities first reported a position in JPMorgan Chase in Q3 2018 and has held it in 23 quarters since.
  • Credential Qtrade Securities's JPMorgan Chase position peaked at $3.51M in Q3 2018.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Credential Qtrade Securities's 13F filing for Q1 2024, filed 21 Jul 2025.