Gilfoyle & Co’s JPMorgan Chase JPM Stock Holding History

Gilfoyle & Co’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
2023 Q4	–	Sell	-50	Closed	-$7.72K	–	14
2023 Q3	$7.72K	Buy	+50	New	+$7.5K	19.81%	2

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 $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Gilfoyle & Co's JPM Position: Q4 2023 in Review

Gilfoyle & Co sold out of JPMorgan Chase (JPM) in Q4 2023, closing a stake of 50 shares — an estimated $7.72K sold.

Gilfoyle & Co first reported a position in JPM in Q3 2023 and held it in 1 quarter. The position peaked at $7.72K in Q3 2023. 3,997 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

Gilfoyle & Co reported no remaining JPMorgan Chase position as of Q4 2023 after selling out during the quarter.
Gilfoyle & Co sold 50 JPMorgan Chase shares in Q4 2023, an estimated $7.72K.
Gilfoyle & Co first reported a position in JPMorgan Chase in Q3 2023 and held it in 1 quarter.
Gilfoyle & Co's JPMorgan Chase position peaked at $7.72K in Q3 2023.
3,997 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Gilfoyle & Co's 13F filing for Q4 2023, filed 23 Jan 2024.