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Gunn & Company Investment Management’s JPMorgan Chase JPM Stock Holding History

Gunn & Company Investment 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 		$6.64M Sell
31,507
-349,377
-92% -$73.6M 4.57% 6
2024
Q2 		$77M Buy
380,884
+348,810
+1,088% +$68.2M 4.57% 4
2024
Q1 		$6.42M Sell
32,074
-354,185
-92% -$63.9M 4.83% 5
2023
Q4 		$65.7M Buy
386,259
+356,596
+1,202% +$54M 4.33% 5
2023
Q3 		$4.3M Buy
+29,663
New +$4.45M 3.78% 7

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Gunn & Company Investment Management's JPM Position: Q3 2024 in Review

Gunn & Company Investment Management reduced its JPMorgan Chase (JPM) stake by 92% in Q3 2024, selling an estimated $73.6M and leaving 31,507 shares worth $6.64M. The position accounts for 4.57% of the portfolio, ranked #6.

Gunn & Company Investment Management first reported a position in JPM in Q3 2023 and has held it in 5 quarters since. The position peaked at $77M in Q2 2024. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Gunn & Company Investment Management held 31,507 shares of JPMorgan Chase worth $6.64M as of Q3 2024.
  • Gunn & Company Investment Management sold 349,377 JPMorgan Chase shares in Q3 2024, an estimated $73.6M.
  • JPMorgan Chase made up 4.57% of Gunn & Company Investment Management's portfolio in Q3 2024, its #6 holding.
  • Gunn & Company Investment Management first reported a position in JPMorgan Chase in Q3 2023 and has held it in 5 quarters since.
  • Gunn & Company Investment Management's JPMorgan Chase position peaked at $77M in Q2 2024.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Gunn & Company Investment Management's 13F filing for Q3 2024, filed 22 Oct 2024.