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Executive Wealth Management’s JPMorgan Chase JPM Stock Holding History

Executive Wealth Management’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 		$11.8M Sell
49,320
-5,411
-10% -$1.26M 0.93% 25
2024
Q3 		$11.5M Sell
54,731
-180
-0.3% -$37.9K 0.91% 27
2024
Q2 		$11.1M Buy
54,911
+930
+2% +$182K 2.04% 14
2024
Q1 		$10.7M Buy
53,981
+41,902
+347% +$7.56M 0.94% 24
2023
Q4 		$2.05M Buy
12,079
+892
+8% +$135K 0.19% 99
2023
Q3 		$1.62M Buy
11,187
+865
+8% +$130K 0.17% 101
2023
Q2 		$1.5M Buy
10,322
+406
+4% +$55.8K 0.16% 106
2023
Q1 		$1.29M Sell
9,916
-158
-2% -$21.6K 0.14% 105
2022
Q4 		$1.35M Buy
10,074
+9,198
+1,050% +$1.17M 0.17% 100
2022
Q3 		$876 Sell
876
-8,907
-91% -$1.02M 0.12% 114
2022
Q2 		$1.1M Sell
9,783
-749
-7% -$92.8K 0.15% 98
2022
Q1 		$1.44M Buy
10,532
+2,531
+32% +$374K 0.16% 102
2021
Q4 		$1.27M Sell
8,001
-329
-4% -$54K 0.13% 112
2021
Q3 		$1.36M Buy
8,330
+294
+4% +$46.1K 0.15% 104
2021
Q2 		$1.25M Buy
8,036
+124
+2% +$19.5K 0.14% 112
2021
Q1 		$1.2M Buy
7,912
+692
+10% +$99.6K 0.14% 104
2020
Q4 		$917K Buy
7,220
+286
+4% +$32K 0.11% 103
2020
Q3 		$667K Buy
6,934
+632
+10% +$62.1K 0.09% 104
2020
Q2 		$592K Buy
6,302
+177
+3% +$16.8K 0.09% 93
2020
Q1 		$551K Sell
6,125
-78
-1% -$9.48K 0.1% 96
2019
Q4 		$864K Sell
6,203
-2,470
-28% -$317K 0.12% 103
2019
Q3 		$1.02M Buy
8,673
+31
+0.4% +$3.51K 0.15% 89
2019
Q2 		$966K Buy
8,642
+3,319
+62% +$366K 0.14% 109
2019
Q1 		$539K Sell
5,323
-521
-9% -$53.7K 0.1% 110
2018
Q4 		$570K Buy
+5,844
New +$623K 0.1% 98

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Executive Wealth Management's JPM Position: Q4 2024 in Review

Executive Wealth Management reduced its JPMorgan Chase (JPM) stake by 9.9% in Q4 2024, selling an estimated $1.26M and leaving 49,320 shares worth $11.8M. The position accounts for 0.93% of the portfolio, ranked #25.

Executive Wealth Management first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Executive Wealth Management held 49,320 shares of JPMorgan Chase worth $11.8M as of Q4 2024.
  • Executive Wealth Management sold 5,411 JPMorgan Chase shares in Q4 2024, an estimated $1.26M.
  • JPMorgan Chase made up 0.93% of Executive Wealth Management's portfolio in Q4 2024, its #25 holding.
  • Executive Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Executive Wealth Management's 13F filing for Q4 2024, filed 13 Feb 2025.