DoubleLine ETF Adviser’s JPMorgan Chase JPM Stock Holding History

DoubleLine ETF Adviser’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	–	Sell	-43,994	Closed	-$9.28M	–	187
2024 Q3	$9.28M	Sell	43,994 -3,764	-8%	-$793K	2.26%	7
2024 Q2	$9.66M	Sell	47,758 -1,920	-4%	-$375K	2.54%	10
2024 Q1	$9.95M	Buy	49,678 +1,269	+3%	+$229K	2.53%	7
2023 Q4	$8.23M	Buy	48,409 +3,649	+8%	+$553K	2.38%	8
2023 Q3	$6.49M	Buy	44,760 +2,319	+5%	+$348K	2.33%	11
2023 Q2	$6.17M	Buy	42,441 +9,120	+27%	+$1.25M	2.28%	8
2023 Q1	$4.34M	Sell	33,321 -8,044	-19%	-$1.1M	1.85%	11
2022 Q4	$5.55M	Buy	+41,365	New	+$5.24M	2.85%	5

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

DoubleLine ETF Adviser's JPM Position: Q4 2024 in Review

DoubleLine ETF Adviser sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 43,994 shares — an estimated $9.28M sold.

DoubleLine ETF Adviser first reported a position in JPM in Q4 2022 and held it in 8 quarters. The position peaked at $9.95M in Q1 2024. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

DoubleLine ETF Adviser reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
DoubleLine ETF Adviser sold 43,994 JPMorgan Chase shares in Q4 2024, an estimated $9.28M.
DoubleLine ETF Adviser first reported a position in JPMorgan Chase in Q4 2022 and held it in 8 quarters.
DoubleLine ETF Adviser's JPMorgan Chase position peaked at $9.95M in Q1 2024.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on DoubleLine ETF Adviser's 13F filing for Q4 2024, filed 14 Feb 2025.