FRG Family Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

FRG Family Wealth Advisors’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	–	Sell	-415	Closed	-$79.6K	–	253
2024 Q1	$79.6K	Buy	+415	New	+$74.9K	0.02%	177
2018 Q3	–	Sell	-2,040	Closed	-$213K	–	147
2018 Q2	$213K	Hold	2,040	–	–	0.06%	144
2018 Q1	$224K	Buy	+2,040	New	+$231K	0.07%	140

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

FRG Family Wealth Advisors's JPM Position: Q2 2024 in Review

FRG Family Wealth Advisors sold out of JPMorgan Chase (JPM) in Q2 2024, closing a stake of 415 shares — an estimated $79.6K sold.

FRG Family Wealth Advisors first reported a position in JPM in Q1 2018 and held it in 3 quarters. The position peaked at $224K in Q1 2018. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

FRG Family Wealth Advisors reported no remaining JPMorgan Chase position as of Q2 2024 after selling out during the quarter.
FRG Family Wealth Advisors sold 415 JPMorgan Chase shares in Q2 2024, an estimated $79.6K.
FRG Family Wealth Advisors first reported a position in JPMorgan Chase in Q1 2018 and held it in 3 quarters.
FRG Family Wealth Advisors's JPMorgan Chase position peaked at $224K in Q1 2018.
4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on FRG Family Wealth Advisors's 13F filing for Q2 2024, filed 7 Aug 2024.