First Personal Financial Services’s JPMorgan Chase JPM Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | $7.6M | Sell |
36,060
-737
| -2% | -$155K | 1.61% | 27 |
|
|
2024
Q2 | $7.44M | Sell |
36,797
-157
| -0.4% | -$30.7K | 1.68% | 24 |
|
|
2024
Q1 | $7.4M | Sell |
36,954
-302
| -0.8% | -$54.5K | 1.72% | 25 |
|
|
2023
Q4 | $6.34M | Buy |
37,256
+505
| +1% | +$76.5K | 1.54% | 27 |
|
|
2023
Q3 | $5.33M | Sell |
36,751
-603
| -2% | -$90.4K | 1.39% | 31 |
|
|
2023
Q2 | $5.43M | Sell |
37,354
-142
| -0.4% | -$19.5K | 1.35% | 31 |
|
|
2023
Q1 | $4.89M | Buy |
37,496
+2,700
| +8% | +$370K | 1.27% | 33 |
|
|
2022
Q4 | $4.67M | Sell |
34,796
-79
| -0.2% | -$10K | 1.26% | 32 |
|
|
2022
Q3 | $3.64M | Buy |
34,875
+803
| +2% | +$92.2K | 1.06% | 39 |
|
|
2022
Q2 | $3.84M | Buy |
34,072
+1,641
| +5% | +$203K | 1.07% | 41 |
|
|
2022
Q1 | $4.42M | Buy |
32,431
+393
| +1% | +$58K | 1.03% | 39 |
|
|
2021
Q4 | $5.07M | Buy |
32,038
+1,297
| +4% | +$213K | 1.14% | 40 |
|
|
2021
Q3 | $5.03M | Buy |
30,741
+357
| +1% | +$56K | 1.25% | 35 |
|
|
2021
Q2 | $4.73M | Buy |
30,384
+465
| +2% | +$73K | 1.21% | 34 |
|
|
2021
Q1 | $4.55M | Sell |
29,919
-145
| -0.5% | -$20.9K | 1.25% | 35 |
|
|
2020
Q4 | $3.82M | Buy |
30,064
+3,592
| +14% | +$401K | 1.09% | 41 |
|
|
2020
Q3 | $2.55M | Buy |
26,472
+2,010
| +8% | +$197K | 0.81% | 46 |
|
|
2020
Q2 | $2.3M | Buy |
24,462
+2,519
| +11% | +$239K | 0.79% | 47 |
|
|
2020
Q1 | $1.98M | Buy |
21,943
+16,357
| +293% | +$1.99M | 0.76% | 47 |
|
|
2019
Q4 | $779K | Sell |
5,586
-1,691
| -23% | -$217K | 0.25% | 69 |
|
|
2019
Q3 | $856K | Sell |
7,277
-6,749
| -48% | -$763K | 0.27% | 68 |
|
|
2019
Q2 | $1.57M | Buy |
14,026
+449
| +3% | +$49.5K | 0.45% | 54 |
|
|
2019
Q1 | $1.37M | Buy |
13,577
+9
| +0.1% | +$927 | 0.42% | 57 |
|
|
2018
Q4 | $1.32M | Sell |
13,568
-227
| -2% | -$24.2K | 0.46% | 56 |
|
|
2018
Q3 | $1.56M | Sell |
13,795
-366
| -3% | -$41.5K | 0.49% | 53 |
|
|
2018
Q2 | $1.48M | Sell |
14,161
-20
| -0.1% | -$2.19K | 0.49% | 52 |
|
|
2018
Q1 | $1.56M | Sell |
14,181
-933
| -6% | -$106K | 0.34% | 74 |
|
|
2017
Q4 | $1.62M | Buy |
15,114
+4,686
| +45% | +$474K | 0.31% | 79 |
|
|
2017
Q3 | $996K | Buy |
10,428
+252
| +2% | +$23.2K | 0.21% | 98 |
|
|
2017
Q2 | $930K | Buy |
10,176
+3,554
| +54% | +$307K | 0.2% | 104 |
|
|
2017
Q1 | $582K | Buy |
6,622
+1,400
| +27% | +$124K | 0.14% | 116 |
|
|
2016
Q4 | $451K | Sell |
5,222
-132
| -2% | -$10.1K | 0.12% | 128 |
|
|
2016
Q3 | $357K | Buy |
5,354
+719
| +16% | +$46.9K | 0.1% | 131 |
|
|
2016
Q2 | $288K | Buy |
4,635
+1,836
| +66% | +$115K | 0.1% | 136 |
|
|
2016
Q1 | $166K | Buy |
2,799
+798
| +40% | +$46.6K | 0.08% | 127 |
|
|
2015
Q4 | $132K | Buy |
2,001
+1,445
| +260% | +$94.1K | 0.07% | 128 |
|
|
2015
Q3 | $34K | Buy |
556
+55
| +11% | +$3.6K | 0.02% | 199 |
|
|
2015
Q2 | $34K | Hold |
501
| – | – | 0.02% | 192 |
|
|
2015
Q1 | $31K | Hold |
501
| – | – | 0.02% | 192 |
|
|
2014
Q4 | $31K | Buy |
+501
| New | +$30.1K | 0.02% | 182 |
|
Other funds holding JPM
First Personal Financial Services's JPM Position: Q3 2024 in Review
First Personal Financial Services reduced its JPMorgan Chase (JPM) stake by 2% in Q3 2024, selling an estimated $155K and leaving 36,060 shares worth $7.6M. The position accounts for 1.61% of the portfolio, ranked #27.
First Personal Financial Services first reported a position in JPM in Q4 2014 and has held it in 40 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.
- First Personal Financial Services held 36,060 shares of JPMorgan Chase worth $7.6M as of Q3 2024.
- First Personal Financial Services sold 737 JPMorgan Chase shares in Q3 2024, an estimated $155K.
- JPMorgan Chase made up 1.61% of First Personal Financial Services's portfolio in Q3 2024, its #27 holding.
- First Personal Financial Services first reported a position in JPMorgan Chase in Q4 2014 and has held it in 40 quarters since.
- 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.
Based on First Personal Financial Services's 13F filing for Q3 2024, filed 1 Nov 2024.