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First Trust Direct Indexing’s JPMorgan Chase JPM Stock Holding History

First Trust Direct Indexing’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
Q4 		– Sell
-84,882
Closed -$17.9M – 475
2024
Q3 		$17.9M Sell
84,882
-3,450
-4% -$727K 0.96% 12
2024
Q2 		$17.9M Buy
88,332
+10,720
+14% +$2.1M 1.1% 10
2024
Q1 		$15.5M Buy
77,612
+6,049
+8% +$1.09M 1.16% 8
2023
Q4 		$12.2M Buy
71,563
+9,119
+15% +$1.38M 1.09% 9
2023
Q3 		$9.06M Buy
62,444
+2,099
+3% +$315K 1.04% 10
2023
Q2 		$8.78M Buy
60,345
+2,351
+4% +$323K 0.98% 10
2023
Q1 		$7.56M Buy
57,994
+2,413
+4% +$331K 0.9% 11
2022
Q4 		$7.45M Buy
55,581
+3,812
+7% +$483K 0.99% 6
2022
Q3 		$5.41M Sell
51,769
-2,263
-4% -$260K 0.79% 13
2022
Q2 		$6.08M Buy
54,032
+4,836
+10% +$599K 0.85% 9
2022
Q1 		$6.71M Buy
49,196
+3,733
+8% +$551K 0.81% 13
2021
Q4 		$7.2M Sell
45,463
-541
-1% -$88.8K 0.93% 11
2021
Q3 		$7.53M Buy
46,004
+2,918
+7% +$457K 1.07% 9
2021
Q2 		$6.7M Buy
43,086
+11,315
+36% +$1.78M 1% 10
2021
Q1 		$4.84M Buy
31,771
+1,885
+6% +$271K 1.29% 8
2020
Q4 		$3.8M Buy
+29,886
New +$3.34M 1.02% 7

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

First Trust Direct Indexing's JPM Position: Q4 2024 in Review

First Trust Direct Indexing sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 84,882 shares — an estimated $17.9M sold.

First Trust Direct Indexing first reported a position in JPM in Q4 2020 and held it in 16 quarters. The position peaked at $17.9M in Q3 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • First Trust Direct Indexing reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • First Trust Direct Indexing sold 84,882 JPMorgan Chase shares in Q4 2024, an estimated $17.9M.
  • First Trust Direct Indexing first reported a position in JPMorgan Chase in Q4 2020 and held it in 16 quarters.
  • First Trust Direct Indexing's JPMorgan Chase position peaked at $17.9M in Q3 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on First Trust Direct Indexing's 13F filing for Q4 2024.