FJ Capital Management’s JPMorgan Chase JPM Stock Holding History

FJ Capital Management’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	-4,767	Closed	-$1.01M	–	139
2024 Q3	$1.01M	Buy	+4,767	New	+$1M	0.11%	86
2024 Q1	–	Sell	-10,922	Closed	-$1.86M	–	113
2023 Q4	$1.86M	Buy	+10,922	New	+$1.66M	0.19%	69
2022 Q1	–	Sell	-7,000	Closed	-$1.18M	–	107
2021 Q4	$1.18M	Buy	+7,000	New	+$1.15M	0.1%	86
2017 Q3	–	Sell	-2,500	Closed	-$228K	–	111
2017 Q2	$228K	Buy	+2,500	New	+$216K	0.03%	92

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

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

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

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

FJ Capital Management's JPM Position: Q4 2024 in Review

FJ Capital Management sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 4,767 shares — an estimated $1.01M sold.

FJ Capital Management first reported a position in JPM in Q2 2017 and held it in 4 quarters. The position peaked at $1.86M in Q4 2023. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

FJ Capital Management reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
FJ Capital Management sold 4,767 JPMorgan Chase shares in Q4 2024, an estimated $1.01M.
FJ Capital Management first reported a position in JPMorgan Chase in Q2 2017 and held it in 4 quarters.
FJ Capital Management's JPMorgan Chase position peaked at $1.86M in Q4 2023.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on FJ Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.