FJ Investments’s JPMorgan Chase JPM Stock Holding History

FJ Investments’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	–	Sell	-75,404	Closed	-$12.8M	–	214
2023 Q4	$12.8M	Buy	+75,404	New	+$11.4M	0.61%	12

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

FJ Investments's JPM Position: Q1 2024 in Review

FJ Investments sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 75,404 shares — an estimated $12.8M sold.

FJ Investments first reported a position in JPM in Q4 2023 and held it in 1 quarter. The position peaked at $12.8M in Q4 2023. 4,111 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

FJ Investments reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
FJ Investments sold 75,404 JPMorgan Chase shares in Q1 2024, an estimated $12.8M.
FJ Investments first reported a position in JPMorgan Chase in Q4 2023 and held it in 1 quarter.
FJ Investments's JPMorgan Chase position peaked at $12.8M in Q4 2023.
4,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on FJ Investments's 13F filing for Q1 2024, filed 15 May 2024.