FirstPurpose Wealth’s JPMorgan Chase JPM Stock Holding History

FirstPurpose Wealth’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	$1.14M	Sell	5,854 -41	-0.7%	-$7.4K	0.42%	38
2023 Q4	$1M	Buy	5,895 +19	+0.3%	+$2.88K	0.38%	44
2023 Q3	$852K	Buy	5,876 +115	+2%	+$17.2K	0.37%	49
2023 Q2	$838K	Buy	5,761 +52	+0.9%	+$7.15K	0.36%	51
2023 Q1	$744K	Buy	5,709 +171	+3%	+$23.4K	0.37%	56
2022 Q4	$743K	Sell	5,538 -130	-2%	-$16.5K	0.41%	42
2022 Q3	$592K	Buy	5,668 +391	+7%	+$44.9K	0.39%	51
2022 Q2	$594K	Buy	5,277 +296	+6%	+$36.7K	0.4%	47
2022 Q1	$679K	Buy	4,981 +248	+5%	+$36.6K	0.53%	41
2021 Q4	$749K	Buy	+4,733	New	+$777K	0.47%	40

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

FirstPurpose Wealth's JPM Position: Q1 2024 in Review

FirstPurpose Wealth reduced its JPMorgan Chase (JPM) stake by 0.7% in Q1 2024, selling an estimated $7.4K and leaving 5,854 shares worth $1.14M. The position accounts for 0.42% of the portfolio, ranked #38.

FirstPurpose Wealth first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

FirstPurpose Wealth held 5,854 shares of JPMorgan Chase worth $1.14M as of Q1 2024.
FirstPurpose Wealth sold 41 JPMorgan Chase shares in Q1 2024, an estimated $7.4K.
JPMorgan Chase made up 0.42% of FirstPurpose Wealth's portfolio in Q1 2024, its #38 holding.
FirstPurpose Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on FirstPurpose Wealth's 13F filing for Q1 2024, filed 23 Apr 2024.