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Greytown Advisors’s JPMorgan Chase JPM Stock Holding History

Greytown 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 		$422K Sell
2,084
-459
-18% -$89.7K 0.25% 44
2024
Q1 		$509K Sell
2,543
-328
-11% -$59.2K 0.29% 42
2023
Q4 		$488K Sell
2,871
-635
-18% -$96.2K 0.26% 45
2023
Q3 		$509K Sell
3,506
-10,351
-75% -$1.55M 0.28% 42
2023
Q2 		$2.02M Sell
13,857
-5,757
-29% -$792K 1.1% 17
2023
Q1 		$2.56M Sell
19,614
-2,386
-11% -$327K 1.32% 16
2022
Q4 		$2.95M Buy
22,000
+446
+2% +$56.5K 1.6% 16
2022
Q3 		$2.25M Sell
21,554
-274
-1% -$31.4K 1.36% 16
2022
Q2 		$2.46M Buy
21,828
+90
+0.4% +$11.2K 1.39% 17
2022
Q1 		$2.96M Buy
21,738
+5,481
+34% +$809K 1.43% 15
2021
Q4 		$2.57M Buy
16,257
+159
+1% +$26.1K 1.09% 19
2021
Q3 		$2.63M Buy
16,098
+7,280
+83% +$1.14M 1.17% 18
2021
Q2 		$1.37M Buy
8,818
+1,929
+28% +$303K 0.66% 22
2021
Q1 		$1.05M Buy
6,889
+706
+11% +$102K 0.52% 26
2020
Q4 		$786K Sell
6,183
-1,264
-17% -$141K 0.54% 29
2020
Q3 		$717K Buy
7,447
+1,803
+32% +$177K 0.59% 27
2020
Q2 		$531K Sell
5,644
-1,477
-21% -$140K 0.49% 29
2020
Q1 		$641K Sell
7,121
-2,280
-24% -$277K 0.63% 35
2019
Q4 		$1.31M Hold
9,401
– – 0.93% 18
2019
Q3 		$1.11M Buy
9,401
+1,196
+15% +$135K 0.82% 19
2019
Q2 		$917K Buy
8,205
+4,094
+100% +$451K 0.65% 28
2019
Q1 		$416K Sell
4,111
-5,132
-56% -$529K 0.3% 56
2018
Q4 		$902K Buy
9,243
+131
+1% +$14K 0.65% 30
2018
Q3 		$1.03M Sell
9,112
-949
-9% -$108K 0.68% 29
2018
Q2 		$1.05M Buy
+10,061
New +$1.1M 0.49% 39

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Greytown Advisors's JPM Position: Q2 2024 in Review

Greytown Advisors reduced its JPMorgan Chase (JPM) stake by 18% in Q2 2024, selling an estimated $89.7K and leaving 2,084 shares worth $422K. The position accounts for 0.25% of the portfolio, ranked #44.

Greytown Advisors first reported a position in JPM in Q2 2018 and has held it in 25 quarters since. The position peaked at $2.96M in Q1 2022. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Greytown Advisors held 2,084 shares of JPMorgan Chase worth $422K as of Q2 2024.
  • Greytown Advisors sold 459 JPMorgan Chase shares in Q2 2024, an estimated $89.7K.
  • JPMorgan Chase made up 0.25% of Greytown Advisors's portfolio in Q2 2024, its #44 holding.
  • Greytown Advisors first reported a position in JPMorgan Chase in Q2 2018 and has held it in 25 quarters since.
  • Greytown Advisors's JPMorgan Chase position peaked at $2.96M in Q1 2022.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Greytown Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.