Dechtman Wealth Management’s JPMorgan Chase JPM Stock Holding History

Dechtman 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 Q4	$1.4M	Buy	5,855 +26	+0.4%	+$6.06K	0.27%	19
2024 Q3	$1.23M	Buy	5,829 +128	+2%	+$27K	0.25%	22
2024 Q2	$1.15M	Buy	5,701 +31	+0.5%	+$6.06K	0.26%	21
2024 Q1	$1.14M	Buy	5,670 +453	+9%	+$81.7K	0.27%	22
2023 Q4	$887K	Sell	5,217 -274	-5%	-$41.5K	0.23%	20
2023 Q3	$796K	Buy	5,491 +35	+0.6%	+$5.25K	0.24%	20
2023 Q2	$793K	Buy	+5,456	New	+$750K	0.24%	18

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Dechtman Wealth Management's JPM Position: Q4 2024 in Review

Dechtman Wealth Management increased its JPMorgan Chase (JPM) stake by 0.45% in Q4 2024, buying an estimated $6.06K and bringing the position to 5,855 shares worth $1.4M. The position accounts for 0.27% of the portfolio, ranked #19.

Dechtman Wealth Management first reported a position in JPM in Q2 2023 and has held it in 7 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Dechtman Wealth Management held 5,855 shares of JPMorgan Chase worth $1.4M as of Q4 2024.
Dechtman Wealth Management bought 26 JPMorgan Chase shares in Q4 2024, an estimated $6.06K.
JPMorgan Chase made up 0.27% of Dechtman Wealth Management's portfolio in Q4 2024, its #19 holding.
Dechtman Wealth Management first reported a position in JPMorgan Chase in Q2 2023 and has held it in 7 quarters since.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Dechtman Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.