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D. Scott Neal’s JPMorgan Chase JPM Stock Holding History

D. Scott Neal’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
-1,360
Closed -$231K – 63
2023
Q4 		$231K Buy
+1,360
New +$206K 0.21% 55
2018
Q2 		– Sell
-457
Closed -$50K – 117
2018
Q1 		$50K Buy
457
+124
+37% +$14K 0.03% 78
2017
Q4 		$36K Hold
333
– – 0.02% 89
2017
Q3 		$32K Buy
333
+166
+99% +$15.3K 0.02% 94
2017
Q2 		$15K Hold
167
– – 0.01% 133
2017
Q1 		$15K Hold
167
– – 0.01% 111
2016
Q4 		$14K Buy
+167
New +$12.7K 0.01% 105

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

D. Scott Neal's JPM Position: Q1 2024 in Review

D. Scott Neal sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 1,360 shares — an estimated $231K sold.

D. Scott Neal first reported a position in JPM in Q4 2016 and held it in 7 quarters. The position peaked at $231K in Q4 2023. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • D. Scott Neal reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • D. Scott Neal sold 1,360 JPMorgan Chase shares in Q1 2024, an estimated $231K.
  • D. Scott Neal first reported a position in JPMorgan Chase in Q4 2016 and held it in 7 quarters.
  • D. Scott Neal's JPMorgan Chase position peaked at $231K in Q4 2023.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on D. Scott Neal's 13F filing for Q1 2024, filed 11 Apr 2024.