Fernwood Investment Management’s JPMorgan Chase JPM Stock Holding History

Fernwood Investment 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	–	Sell	-1,007	Closed	-$204K	–	201
2024 Q2	$204K	Sell	1,007 -14	-1%	-$2.74K	0.06%	190
2024 Q1	$205K	Buy	+1,021	New	+$184K	0.06%	192
2023 Q1	–	Sell	-1,608	Closed	-$216K	–	188
2022 Q4	$216K	Buy	+1,608	New	+$204K	0.09%	169
2022 Q1	–	Sell	-1,549	Closed	-$245K	–	209
2021 Q4	$245K	Buy	1,549 +120	+8%	+$19.7K	0.08%	175
2021 Q3	$234K	Sell	1,429 -54	-4%	-$8.47K	0.08%	178
2021 Q2	$231K	Buy	+1,483	New	+$233K	0.08%	181
2019 Q4	–	Sell	-5,462	Closed	-$643K	–	175
2019 Q3	$643K	Buy	+5,462	New	+$618K	0.32%	84
2014 Q1	–	Sell	-10,650	Closed	-$623K	–	121
2013 Q4	$623K	Buy	+10,650	New	+$583K	0.41%	65

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

Fernwood Investment Management's JPM Position: Q3 2024 in Review

Fernwood Investment Management sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,007 shares — an estimated $204K sold.

Fernwood Investment Management first reported a position in JPM in Q4 2013 and held it in 8 quarters. The position peaked at $643K in Q3 2019. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Fernwood Investment Management reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Fernwood Investment Management sold 1,007 JPMorgan Chase shares in Q3 2024, an estimated $204K.
Fernwood Investment Management first reported a position in JPMorgan Chase in Q4 2013 and held it in 8 quarters.
Fernwood Investment Management's JPMorgan Chase position peaked at $643K in Q3 2019.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Fernwood Investment Management's 13F filing for Q3 2024, filed 29 Oct 2024.