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FinTrust Capital Advisors’s JPMorgan Chase JPM Stock Holding History

FinTrust Capital Advisors’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 		$3.01M Buy
14,277
+1,528
+12% +$322K 0.51% 39
2024
Q2 		$2.58M Buy
12,749
+363
+3% +$71K 0.47% 41
2024
Q1 		$2.48M Sell
12,386
-93
-0.7% -$16.8K 0.48% 39
2023
Q4 		$2.12M Sell
12,479
-412
-3% -$62.4K 0.42% 46
2023
Q3 		$1.87M Buy
12,891
+579
+5% +$86.8K 0.42% 47
2023
Q2 		$1.65M Hold
12,312
– – 0.4% 63
2023
Q1 		$1.65M Hold
12,312
– – 0.4% 63
2022
Q4 		$1.65M Sell
12,312
-253
-2% -$32.1K 0.4% 65
2022
Q3 		$1.49M Sell
12,565
-202
-2% -$23.2K 0.38% 64
2022
Q2 		$1.47M Sell
12,767
-62
-0.5% -$7.68K 0.37% 64
2022
Q1 		$1.75M Buy
12,829
+41
+0.3% +$6.05K 0.4% 60
2021
Q4 		$2.02M Sell
12,788
-710
-5% -$117K 0.48% 51
2021
Q3 		$2.21M Sell
13,498
-260
-2% -$40.8K 0.58% 39
2021
Q2 		$2.14M Sell
13,758
-287
-2% -$45.1K 0.56% 46
2021
Q1 		$2.14M Buy
14,045
+1,226
+10% +$176K 0.62% 41
2020
Q4 		$1.63M Buy
12,819
+209
+2% +$23.4K 0.52% 54
2020
Q3 		$1.21K Sell
12,610
-1,554
-11% -$153K 0.24% 69
2020
Q2 		$1.33M Sell
14,164
-1,299
-8% -$123K 0.53% 51
2020
Q1 		$1.39M Buy
15,463
+295
+2% +$35.8K 0.67% 29
2019
Q4 		$2.11M Buy
15,168
+34
+0.2% +$4.36K 0.86% 18
2019
Q3 		$1.78M Sell
15,134
-10
-0.1% -$1.13K 0.61% 33
2019
Q2 		$1.69M Buy
15,144
+759
+5% +$83.7K 0.68% 24
2019
Q1 		$1.46M Sell
14,385
-1,275
-8% -$131K 0.61% 26
2018
Q4 		$1.53M Buy
+15,660
New +$1.67M 0.75% 25

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

FinTrust Capital Advisors's JPM Position: Q3 2024 in Review

FinTrust Capital Advisors increased its JPMorgan Chase (JPM) stake by 12% in Q3 2024, buying an estimated $322K and bringing the position to 14,277 shares worth $3.01M. The position accounts for 0.51% of the portfolio, ranked #39.

FinTrust Capital Advisors first reported a position in JPM in Q4 2018 and has held it in 24 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • FinTrust Capital Advisors held 14,277 shares of JPMorgan Chase worth $3.01M as of Q3 2024.
  • FinTrust Capital Advisors bought 1,528 JPMorgan Chase shares in Q3 2024, an estimated $322K.
  • JPMorgan Chase made up 0.51% of FinTrust Capital Advisors's portfolio in Q3 2024, its #39 holding.
  • FinTrust Capital Advisors first reported a position in JPMorgan Chase in Q4 2018 and has held it in 24 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on FinTrust Capital Advisors's 13F filing for Q3 2024, filed 11 Oct 2024.