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First Trust Investment Solutions’s JPMorgan Chase JPM Stock Holding History

First Trust Investment Solutions’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 		$2.73M Sell
12,947
-18,939
-59% -$3.99M 0.31% 74
2024
Q2 		$6.45M Buy
31,886
+17,333
+119% +$3.39M 0.91% 34
2024
Q1 		$2.92M Buy
14,553
+4,722
+48% +$852K 0.51% 47
2023
Q4 		$1.67M Buy
+9,831
New +$1.49M 0.35% 74

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

First Trust Investment Solutions's JPM Position: Q3 2024 in Review

First Trust Investment Solutions reduced its JPMorgan Chase (JPM) stake by 59% in Q3 2024, selling an estimated $3.99M and leaving 12,947 shares worth $2.73M. The position accounts for 0.31% of the portfolio, ranked #74.

First Trust Investment Solutions first reported a position in JPM in Q4 2023 and has held it in 4 quarters since. The position peaked at $6.45M in Q2 2024. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • First Trust Investment Solutions held 12,947 shares of JPMorgan Chase worth $2.73M as of Q3 2024.
  • First Trust Investment Solutions sold 18,939 JPMorgan Chase shares in Q3 2024, an estimated $3.99M.
  • JPMorgan Chase made up 0.31% of First Trust Investment Solutions's portfolio in Q3 2024, its #74 holding.
  • First Trust Investment Solutions first reported a position in JPMorgan Chase in Q4 2023 and has held it in 4 quarters since.
  • First Trust Investment Solutions's JPMorgan Chase position peaked at $6.45M in Q2 2024.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on First Trust Investment Solutions's 13F filing for Q3 2024, filed 13 Nov 2024.