Garrison Asset Management’s JPMorgan Chase JPM Stock Holding History

Garrison Asset 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 Q3	$545K	Buy	2,587 +95	+4%	+$20K	0.28%	68
2024 Q2	$504K	Sell	2,492 -18	-0.7%	-$3.52K	0.27%	68
2024 Q1	$503K	Sell	2,510 -50	-2%	-$9.02K	0.26%	67
2023 Q4	$435K	Buy	2,560 +601	+31%	+$91.1K	0.24%	74
2023 Q3	$284K	Hold	1,959	–	–	0.17%	85
2023 Q2	$285K	Sell	1,959 -55	-3%	-$7.57K	0.17%	85
2023 Q1	$262K	Buy	2,014 +505	+33%	+$69.2K	0.16%	92
2022 Q4	$202K	Buy	+1,509	New	+$191K	0.13%	96
2022 Q2	–	Sell	-1,509	Closed	-$206K	–	100
2022 Q1	$206K	Hold	1,509	–	–	0.12%	104
2021 Q4	$239K	Hold	1,509	–	–	0.13%	97
2021 Q3	$247K	Hold	1,509	–	–	0.15%	94
2021 Q2	$235K	Hold	1,509	–	–	0.14%	96
2021 Q1	$230K	Buy	+1,509	New	+$217K	0.15%	96
2020 Q1	–	Sell	-1,793	Closed	-$250K	–	101
2019 Q4	$250K	Hold	1,793	–	–	0.12%	99
2019 Q3	$211K	Sell	1,793 -151	-8%	-$17.1K	0.11%	101
2019 Q2	$217K	Buy	+1,944	New	+$214K	0.11%	102
2018 Q4	–	Sell	-1,999	Closed	-$226K	–	106
2018 Q3	$226K	Hold	1,999	–	–	0.11%	100
2018 Q2	$208K	Hold	1,999	–	–	0.1%	105
2018 Q1	$220K	Hold	1,999	–	–	0.12%	93
2017 Q4	$214K	Buy	+1,999	New	+$202K	0.11%	101

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

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

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

Garrison Asset Management's JPM Position: Q3 2024 in Review

Garrison Asset Management increased its JPMorgan Chase (JPM) stake by 3.8% in Q3 2024, buying an estimated $20K and bringing the position to 2,587 shares worth $545K. The position accounts for 0.28% of the portfolio, ranked #68.

Garrison Asset Management first reported a position in JPM in Q4 2017 and has held it in 20 quarters since. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Garrison Asset Management held 2,587 shares of JPMorgan Chase worth $545K as of Q3 2024.
Garrison Asset Management bought 95 JPMorgan Chase shares in Q3 2024, an estimated $20K.
JPMorgan Chase made up 0.28% of Garrison Asset Management's portfolio in Q3 2024, its #68 holding.
Garrison Asset Management first reported a position in JPMorgan Chase in Q4 2017 and has held it in 20 quarters since.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Garrison Asset Management's 13F filing for Q3 2024, filed 30 Oct 2024.