FWM
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Fairhaven Wealth Management’s JPMorgan Chase JPM Stock Holding History

Fairhaven 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 		$7M Buy
29,185
+6
+0% +$1.4K 2.19% 11
2024
Q3 		$6.15M Sell
29,179
-16
-0.1% -$3.37K 1.88% 11
2024
Q2 		$5.91M Sell
29,195
-169
-0.6% -$33K 1.96% 11
2024
Q1 		$5.88M Sell
29,364
-646
-2% -$117K 2.02% 10
2023
Q4 		$5.1M Sell
30,010
-383
-1% -$58K 1.87% 11
2023
Q3 		$4.41M Buy
30,393
+90
+0.3% +$13.5K 1.76% 13
2023
Q2 		$4.41M Buy
+30,303
New +$4.17M 1.68% 14
2022
Q4 		$3.81M Buy
28,436
+1,068
+4% +$135K 1.62% 16
2022
Q3 		$2.86M Buy
27,368
+540
+2% +$62K 1.28% 20
2022
Q2 		$3.02M Buy
26,828
+1,158
+5% +$143K 1.42% 18
2022
Q1 		$3.5M Buy
25,670
+734
+3% +$108K 1.42% 18
2021
Q4 		$3.95M Buy
24,936
+191
+0.8% +$31.4K 1.54% 14
2021
Q3 		$4.05M Buy
24,745
+2,283
+10% +$358K 1.67% 11
2021
Q2 		$3.49M Buy
22,462
+919
+4% +$144K 1.39% 18
2021
Q1 		$3.28M Buy
21,543
+744
+4% +$107K 1.38% 17
2020
Q4 		$2.64M Buy
20,799
+2,165
+12% +$242K 1.16% 19
2020
Q3 		$1.79M Buy
18,634
+1,995
+12% +$196K 1.06% 21
2020
Q2 		$1.56M Buy
16,639
+4,491
+37% +$426K 1.03% 20
2020
Q1 		$1.09M Buy
12,148
+5,750
+90% +$699K 0.99% 20
2019
Q4 		$892K Hold
6,398
– – 0.74% 21
2019
Q3 		$753K Hold
6,398
– – 0.7% 23
2019
Q2 		$715K Buy
6,398
+1,055
+20% +$116K 0.66% 26
2019
Q1 		$541K Sell
5,343
-428
-7% -$44.1K 0.51% 28
2018
Q4 		$563K Buy
+5,771
New +$615K 0.55% 27

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

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

Fairhaven Wealth Management increased its JPMorgan Chase (JPM) stake by 0.02% in Q4 2024, buying an estimated $1.4K and bringing the position to 29,185 shares worth $7M. The position accounts for 2.19% of the portfolio, ranked #11.

Fairhaven Wealth Management first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Fairhaven Wealth Management held 29,185 shares of JPMorgan Chase worth $7M as of Q4 2024.
  • Fairhaven Wealth Management bought 6 JPMorgan Chase shares in Q4 2024, an estimated $1.4K.
  • JPMorgan Chase made up 2.19% of Fairhaven Wealth Management's portfolio in Q4 2024, its #11 holding.
  • Fairhaven Wealth Management first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Fairhaven Wealth Management's 13F filing for Q4 2024, filed 4 Feb 2025.