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Curi Wealth Management’s JPMorgan Chase JPM Stock Holding History

Curi Wealth Management’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 		– Sell
-91,296
Closed -$15.5M – 75
2023
Q4 		$15.5M Sell
91,296
-9,364
-9% -$1.42M 2.15% 11
2023
Q3 		$14.6M Sell
100,660
-6,151
-6% -$922K 2.24% 10
2023
Q2 		$15.5M Sell
106,811
-5,486
-5% -$755K 2.1% 11
2023
Q1 		$14.6M Sell
112,297
-17,522
-13% -$2.4M 2.1% 10
2022
Q4 		$17.4M Sell
129,819
-1,154
-0.9% -$146K 2.44% 10
2022
Q3 		$13.7M Buy
130,973
+16,605
+15% +$1.91M 2.27% 12
2022
Q2 		$12.9M Buy
114,368
+2,012
+2% +$249K 2.48% 12
2022
Q1 		$15.3M Sell
112,356
-17,065
-13% -$2.52M 2.65% 7
2021
Q4 		$20.5M Buy
129,421
+127,568
+6,884% +$20.9M 3.54% 4
2021
Q3 		$303K Buy
1,853
+17
+0.9% +$2.67K 0.14% 64
2021
Q2 		$285K Buy
1,836
+1
+0.1% +$157 0.14% 73
2021
Q1 		$279K Buy
1,835
+304
+20% +$43.7K 0.18% 69
2020
Q4 		$194K Buy
+1,531
New +$171K 0.14% 83

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

Curi Wealth Management's JPM Position: Q1 2024 in Review

Curi Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 91,296 shares — an estimated $15.5M sold.

Curi Wealth Management first reported a position in JPM in Q4 2020 and held it in 13 quarters. The position peaked at $20.5M in Q4 2021. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Curi Wealth Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Curi Wealth Management sold 91,296 JPMorgan Chase shares in Q1 2024, an estimated $15.5M.
  • Curi Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and held it in 13 quarters.
  • Curi Wealth Management's JPMorgan Chase position peaked at $20.5M in Q4 2021.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Curi Wealth Management's 13F filing for Q1 2024.