E
JPM icon

ETFidea’s JPMorgan Chase JPM Stock Holding History

ETFidea’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 		$408K Hold
1,937
– – 0.13% 87
2024
Q2 		$392K Hold
1,937
– – 0.13% 81
2024
Q1 		$388K Hold
1,937
– – 0.13% 83
2023
Q4 		$329K Buy
1,937
+100
+5% +$15.2K 0.12% 87
2023
Q3 		$266K Hold
1,837
– – 0.11% 95
2023
Q2 		$267K Buy
1,837
+144
+9% +$19.8K 0.11% 94
2023
Q1 		$221K Hold
1,693
– – 0.1% 100
2022
Q4 		$227K Buy
+1,693
New +$215K 0.11% 97

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

ETFidea's JPM Position: Q3 2024 in Review

ETFidea held its JPMorgan Chase (JPM) position steady in Q3 2024 at 1,937 shares worth $408K. The position accounts for 0.13% of the portfolio, ranked #87.

ETFidea first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • ETFidea held 1,937 shares of JPMorgan Chase worth $408K as of Q3 2024.
  • ETFidea left its JPMorgan Chase share count unchanged in Q3 2024.
  • JPMorgan Chase made up 0.13% of ETFidea's portfolio in Q3 2024, its #87 holding.
  • ETFidea first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.