EMFO LLC’s JPMorgan Chase JPM Stock Holding History

EMFO LLC’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 Q2	$3.13M	Buy	15,486 +375	+2%	+$73.3K	2.8%	6
2024 Q1	$3.03M	Sell	15,111 -875	-5%	-$158K	2.77%	6
2023 Q4	$2.72M	Sell	15,986 -3,000	-16%	-$455K	2.51%	6
2023 Q3	$2.75M	Sell	18,986 -8,127	-30%	-$1.22M	2.59%	7
2023 Q2	$3.94M	Sell	27,113 -125	-0.5%	-$17.2K	3.58%	4
2023 Q1	$3.55M	Buy	27,238 +4,610	+20%	+$632K	3.35%	6
2022 Q4	$3.03M	Hold	22,628	–	–	3.04%	6
2022 Q3	$2.37M	Buy	22,628 +5,508	+32%	+$632K	2.25%	7
2022 Q2	$1.93M	Hold	17,120	–	–	1.96%	16
2022 Q1	$2.33M	Hold	17,120	–	–	2.12%	12
2021 Q4	$2.71M	Hold	17,120	–	–	2.39%	8
2021 Q3	$2.8M	Sell	17,120 -300	-2%	-$47K	2.47%	4
2021 Q2	$2.71M	Buy	+17,420	New	+$2.74M	2.37%	6

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

EMFO LLC's JPM Position: Q2 2024 in Review

EMFO LLC increased its JPMorgan Chase (JPM) stake by 2.5% in Q2 2024, buying an estimated $73.3K and bringing the position to 15,486 shares worth $3.13M. The position accounts for 2.8% of the portfolio, ranked #6.

EMFO LLC first reported a position in JPM in Q2 2021 and has held it in 13 quarters since. The position peaked at $3.94M in Q2 2023. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

EMFO LLC held 15,486 shares of JPMorgan Chase worth $3.13M as of Q2 2024.
EMFO LLC bought 375 JPMorgan Chase shares in Q2 2024, an estimated $73.3K.
JPMorgan Chase made up 2.8% of EMFO LLC's portfolio in Q2 2024, its #6 holding.
EMFO LLC first reported a position in JPMorgan Chase in Q2 2021 and has held it in 13 quarters since.
EMFO LLC's JPMorgan Chase position peaked at $3.94M in Q2 2023.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on EMFO LLC's 13F filing for Q2 2024, filed 26 Jul 2024.