FMFE Wealth Management’s JPMorgan Chase JPM Stock Holding History

FMFE Wealth 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 Q2	$225K	Hold	1,110	–	–	0.21%	19
2024 Q1	$222K	Buy	+1,110	New	+$200K	0.2%	19

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

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

FMFE Wealth Management's JPM Position: Q2 2024 in Review

FMFE Wealth Management held its JPMorgan Chase (JPM) position steady in Q2 2024 at 1,110 shares worth $225K. The position accounts for 0.21% of the portfolio, ranked #19.

FMFE Wealth Management first reported a position in JPM in Q1 2024 and has held it in 2 quarters since. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

FMFE Wealth Management held 1,110 shares of JPMorgan Chase worth $225K as of Q2 2024.
FMFE Wealth Management left its JPMorgan Chase share count unchanged in Q2 2024.
JPMorgan Chase made up 0.21% of FMFE Wealth Management's portfolio in Q2 2024, its #19 holding.
FMFE Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 2 quarters since.
4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on FMFE Wealth Management's 13F filing for Q2 2024, filed 13 Aug 2024.