Family Asset Management’s JPMorgan Chase JPM Stock Holding History

Family Asset 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 Q3	$400K	Buy	1,898 +2	+0.1%	+$421	0.24%	78
2024 Q2	$383K	Buy	1,896 +147	+8%	+$28.7K	0.25%	77
2024 Q1	$350K	Buy	1,749 +39	+2%	+$7.04K	0.22%	82
2023 Q4	$291K	Buy	1,710 +200	+13%	+$30.3K	0.19%	86
2023 Q3	$219K	Hold	1,510	–	–	0.16%	89
2023 Q2	$220K	Buy	+1,510	New	+$208K	0.15%	97
2023 Q1	–	Sell	-1,585	Closed	-$213K	–	183
2022 Q4	$213K	Buy	+1,585	New	+$201K	0.18%	91

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Family Asset Management's JPM Position: Q3 2024 in Review

Family Asset Management increased its JPMorgan Chase (JPM) stake by 0.11% in Q3 2024, buying an estimated $421 and bringing the position to 1,898 shares worth $400K. The position accounts for 0.24% of the portfolio, ranked #78.

Family Asset Management first reported a position in JPM in Q4 2022 and has held it in 7 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Family Asset Management held 1,898 shares of JPMorgan Chase worth $400K as of Q3 2024.
Family Asset Management bought 2 JPMorgan Chase shares in Q3 2024, an estimated $421.
JPMorgan Chase made up 0.24% of Family Asset Management's portfolio in Q3 2024, its #78 holding.
Family Asset Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 7 quarters since.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Family Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.