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Financial Advisory Group’s JPMorgan Chase JPM Stock Holding History

Financial Advisory Group’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
Q1 		$619K Sell
3,091
-168
-5% -$30.3K 0.11% 57
2023
Q4 		$554K Buy
3,259
+4
+0.1% +$606 0.11% 58
2023
Q3 		$472K Sell
3,255
-359
-10% -$53.8K 0.1% 61
2023
Q2 		$526K Sell
3,614
-92
-2% -$12.7K 0.1% 57
2023
Q1 		$483K Buy
3,706
+630
+20% +$86.3K 0.1% 57
2022
Q4 		$412K Sell
3,076
-840
-21% -$106K 0.09% 61
2022
Q3 		$409K Buy
3,916
+12
+0.3% +$1.38K 0.09% 58
2022
Q2 		$440K Buy
3,904
+209
+6% +$25.9K 0.09% 60
2022
Q1 		$504K Buy
3,695
+141
+4% +$20.8K 0.1% 57
2021
Q4 		$563K Buy
3,554
+1,452
+69% +$238K 0.11% 54
2021
Q3 		$344K Buy
2,102
+5
+0.2% +$784 0.08% 67
2021
Q2 		$326K Buy
2,097
+490
+30% +$77K 0.08% 69
2021
Q1 		$245K Sell
1,607
-478
-23% -$68.8K 0.06% 73
2020
Q4 		$265K Buy
+2,085
New +$233K 0.07% 75
2014
Q2 		– Sell
-461,292
Closed -$21.5M – 56
2014
Q1 		$21.5M Buy
+461,292
New +$26.7M 11.99% 2

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Financial Advisory Group's JPM Position: Q1 2024 in Review

Financial Advisory Group reduced its JPMorgan Chase (JPM) stake by 5.2% in Q1 2024, selling an estimated $30.3K and leaving 3,091 shares worth $619K. The position accounts for 0.11% of the portfolio, ranked #57.

Financial Advisory Group first reported a position in JPM in Q1 2014 and has held it in 15 quarters since. The position peaked at $21.5M in Q1 2014. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Financial Advisory Group held 3,091 shares of JPMorgan Chase worth $619K as of Q1 2024.
  • Financial Advisory Group sold 168 JPMorgan Chase shares in Q1 2024, an estimated $30.3K.
  • JPMorgan Chase made up 0.11% of Financial Advisory Group's portfolio in Q1 2024, its #57 holding.
  • Financial Advisory Group first reported a position in JPMorgan Chase in Q1 2014 and has held it in 15 quarters since.
  • Financial Advisory Group's JPMorgan Chase position peaked at $21.5M in Q1 2014.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Financial Advisory Group's 13F filing for Q1 2024, filed 10 May 2024.