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Gray Wealth Management’s JPMorgan Chase JPM Stock Holding History

Gray 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
Q4 		$2.23M Buy
9,316
+186
+2% +$43.3K 0.85% 29
2024
Q3 		$1.93M Buy
9,130
+1,677
+23% +$353K 0.76% 31
2024
Q2 		$1.51M Buy
7,453
+473
+7% +$92.5K 0.65% 37
2024
Q1 		$1.4M Buy
6,980
+530
+8% +$95.6K 0.62% 37
2023
Q4 		$1.1M Sell
6,450
-516
-7% -$78.2K 0.53% 38
2023
Q3 		$1.01M Sell
6,966
-342
-5% -$51.3K 0.52% 39
2023
Q2 		$1.06M Sell
7,308
-45
-0.6% -$6.19K 0.53% 40
2023
Q1 		$958K Buy
7,353
+887
+14% +$122K 0.52% 40
2022
Q4 		$867K Buy
6,466
+424
+7% +$53.7K 0.5% 42
2022
Q3 		$631K Buy
6,042
+215
+4% +$24.7K 0.4% 49
2022
Q2 		$656K Buy
5,827
+109
+2% +$13.5K 0.4% 49
2022
Q1 		$780K Buy
5,718
+550
+11% +$81.2K 0.4% 48
2021
Q4 		$818K Buy
5,168
+150
+3% +$24.6K 0.41% 46
2021
Q3 		$821K Buy
5,018
+41
+0.8% +$6.43K 0.46% 42
2021
Q2 		$774K Sell
4,977
-63
-1% -$9.89K 0.45% 43
2021
Q1 		$767K Buy
5,040
+533
+12% +$76.7K 0.49% 38
2020
Q4 		$576K Buy
4,507
+120
+3% +$13.4K 0.39% 45
2020
Q3 		$421K Sell
4,387
-90
-2% -$8.84K 0.33% 53
2020
Q2 		$423K Buy
4,477
+922
+26% +$87.5K 0.37% 55
2020
Q1 		$320K Buy
+3,555
New +$432K 0.35% 56

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

Gray Wealth Management's JPM Position: Q4 2024 in Review

Gray Wealth Management increased its JPMorgan Chase (JPM) stake by 2% in Q4 2024, buying an estimated $43.3K and bringing the position to 9,316 shares worth $2.23M. The position accounts for 0.85% of the portfolio, ranked #29.

Gray Wealth Management first reported a position in JPM in Q1 2020 and has held it in 20 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Gray Wealth Management held 9,316 shares of JPMorgan Chase worth $2.23M as of Q4 2024.
  • Gray Wealth Management bought 186 JPMorgan Chase shares in Q4 2024, an estimated $43.3K.
  • JPMorgan Chase made up 0.85% of Gray Wealth Management's portfolio in Q4 2024, its #29 holding.
  • Gray Wealth Management first reported a position in JPMorgan Chase in Q1 2020 and has held it in 20 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Gray Wealth Management's 13F filing for Q4 2024, filed 10 Feb 2025.