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Diversified’s JPMorgan Chase JPM Stock Holding History

Diversified’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
Q3 		$2.43M Buy
11,514
+117
+1% +$24.6K 0.27% 36
2024
Q2 		$2.31M Buy
11,397
+1,659
+17% +$324K 0.27% 35
2024
Q1 		$1.95M Buy
9,738
+666
+7% +$120K 0.27% 27
2023
Q4 		$1.54M Buy
9,072
+727
+9% +$110K 0.33% 27
2023
Q3 		$1.21M Buy
8,345
+820
+11% +$123K 0.31% 31
2023
Q2 		$1.09M Sell
7,525
-6
-0.1% -$825 0.28% 36
2023
Q1 		$981K Sell
7,531
-1,573
-17% -$216K 0.35% 41
2022
Q4 		$1.22M Buy
9,104
+1,760
+24% +$223K 0.48% 32
2022
Q3 		$767K Buy
7,344
+1,912
+35% +$219K 0.39% 38
2022
Q2 		$612K Sell
5,432
-188
-3% -$23.3K 0.25% 47
2022
Q1 		$766K Buy
5,620
+56
+1% +$8.27K 0.31% 53
2021
Q4 		$881K Buy
5,564
+8
+0.1% +$1.31K 0.37% 48
2021
Q3 		$909K Buy
5,556
+9
+0.2% +$1.41K 0.48% 44
2021
Q2 		$863K Buy
5,547
+340
+7% +$53.4K 0.48% 42
2021
Q1 		$793K Buy
5,207
+28
+0.5% +$4.03K 0.61% 35
2020
Q4 		$499K Buy
+5,179
New +$579K 0.43% 44

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Diversified's JPM Position: Q3 2024 in Review

Diversified increased its JPMorgan Chase (JPM) stake by 1% in Q3 2024, buying an estimated $24.6K and bringing the position to 11,514 shares worth $2.43M. The position accounts for 0.27% of the portfolio, ranked #36.

Diversified first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Diversified held 11,514 shares of JPMorgan Chase worth $2.43M as of Q3 2024.
  • Diversified bought 117 JPMorgan Chase shares in Q3 2024, an estimated $24.6K.
  • JPMorgan Chase made up 0.27% of Diversified's portfolio in Q3 2024, its #36 holding.
  • Diversified first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Diversified's 13F filing for Q3 2024, filed 13 Nov 2024.