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Geller Advisors’s JPMorgan Chase JPM Stock Holding History

Geller 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
Q4 		$1.93M Hold
8,065
– – 0.13% 43
2024
Q3 		$1.7M Buy
8,065
+100
+1% +$21.1K 0.12% 46
2024
Q2 		$1.61M Buy
7,965
+658
+9% +$129K 0.12% 46
2024
Q1 		$1.46M Buy
7,307
+544
+8% +$98.2K 0.12% 46
2023
Q4 		$1.15M Sell
6,763
-1,082
-14% -$164K 0.11% 57
2023
Q3 		$1.14M Sell
7,845
-3,502
-31% -$525K 0.13% 47
2023
Q2 		$1.65M Buy
11,347
+5,385
+90% +$741K 0.21% 29
2023
Q1 		$777K Buy
5,962
+1,538
+35% +$211K 0.11% 38
2022
Q4 		$593K Buy
4,424
+373
+9% +$47.3K 0.1% 43
2022
Q3 		$423K Sell
4,051
-501
-11% -$57.5K 0.09% 57
2022
Q2 		$513K Sell
4,552
-2,448
-35% -$303K 0.11% 51
2022
Q1 		$954K Buy
7,000
+2,516
+56% +$371K 0.18% 32
2021
Q4 		$710K Buy
4,484
+64
+1% +$10.5K 0.14% 43
2021
Q3 		$724K Sell
4,420
-2,189
-33% -$343K 0.16% 40
2021
Q2 		$1.03M Sell
6,609
-333
-5% -$52.3K 0.22% 22
2021
Q1 		$1.06M Buy
6,942
+2,099
+43% +$302K 0.25% 17
2020
Q4 		$815K Hold
4,843
– – 0.2% 19
2020
Q3 		$466K Sell
4,843
-276
-5% -$27.1K 0.13% 35
2020
Q2 		$481K Buy
5,119
+919
+22% +$87.2K 0.15% 34
2020
Q1 		$378K Buy
4,200
+1,270
+43% +$154K 0.11% 31
2019
Q4 		$408K Sell
2,930
-1,058
-27% -$136K 0.13% 25
2019
Q3 		$469K Sell
3,988
-5,243
-57% -$593K 0.17% 24
2019
Q2 		$1.03M Buy
9,231
+630
+7% +$69.5K 0.4% 10
2019
Q1 		$871K Buy
8,601
+26
+0.3% +$2.68K 0.35% 13
2018
Q4 		$837K Sell
8,575
-2,222
-21% -$237K 0.39% 12
2018
Q3 		$1.22M Hold
10,797
– – 0.72% 7
2018
Q2 		$1.13M Hold
10,797
– – 0.49% 10
2018
Q1 		$1.19M Buy
+10,797
New +$1.22M 0.58% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Geller Advisors's JPM Position: Q4 2024 in Review

Geller Advisors held its JPMorgan Chase (JPM) position steady in Q4 2024 at 8,065 shares worth $1.93M. The position accounts for 0.13% of the portfolio, ranked #43.

Geller Advisors first reported a position in JPM in Q1 2018 and has held it in 28 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Geller Advisors held 8,065 shares of JPMorgan Chase worth $1.93M as of Q4 2024.
  • Geller Advisors left its JPMorgan Chase share count unchanged in Q4 2024.
  • JPMorgan Chase made up 0.13% of Geller Advisors's portfolio in Q4 2024, its #43 holding.
  • Geller Advisors first reported a position in JPMorgan Chase in Q1 2018 and has held it in 28 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Geller Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.