Epic Trust Investment Advisors’s JPMorgan Chase JPM Stock Holding History

Epic Trust Investment Advisors’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	$283K	Buy	1,398 +164	+13%	+$32.1K	0.31%	83
2024 Q1	$247K	Buy	+1,234	New	+$223K	0.3%	93
2023 Q2	–	Sell	-4,253	Closed	-$554K	–	110
2023 Q1	$554K	Buy	4,253 +1,501	+55%	+$206K	0.68%	40
2022 Q4	$369K	Sell	2,752 -1,102	-29%	-$140K	0.56%	57
2022 Q3	$403K	Buy	3,854 +640	+20%	+$73.4K	0.56%	51
2022 Q2	$362K	Buy	3,214 +972	+43%	+$120K	0.68%	41
2022 Q1	$306K	Buy	2,242 +814	+57%	+$120K	0.48%	49
2021 Q4	$226K	Buy	+1,428	New	+$235K	0.33%	67

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

Epic Trust Investment Advisors's JPM Position: Q2 2024 in Review

Epic Trust Investment Advisors increased its JPMorgan Chase (JPM) stake by 13% in Q2 2024, buying an estimated $32.1K and bringing the position to 1,398 shares worth $283K. The position accounts for 0.31% of the portfolio, ranked #83.

Epic Trust Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 8 quarters since. The position peaked at $554K in Q1 2023. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Epic Trust Investment Advisors held 1,398 shares of JPMorgan Chase worth $283K as of Q2 2024.
Epic Trust Investment Advisors bought 164 JPMorgan Chase shares in Q2 2024, an estimated $32.1K.
JPMorgan Chase made up 0.31% of Epic Trust Investment Advisors's portfolio in Q2 2024, its #83 holding.
Epic Trust Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 8 quarters since.
Epic Trust Investment Advisors's JPMorgan Chase position peaked at $554K in Q1 2023.
4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Epic Trust Investment Advisors's 13F filing for Q2 2024, filed 17 Jul 2024.