Halpern Financial’s JPMorgan Chase JPM Stock Holding History

Halpern Financial’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	$228K	Sell	1,100 -100	-8%	-$21.1K	0.06%	51
2024 Q2	$243K	Sell	1,200 -290	-19%	-$56.7K	0.07%	51
2024 Q1	$295K	Hold	1,490	–	–	0.09%	45
2023 Q4	$255K	Buy	1,490 +44	+3%	+$6.67K	0.08%	49
2023 Q3	$210K	Buy	1,446 +126	+10%	+$18.9K	0.07%	50
2023 Q2	$192K	Sell	1,320 -110	-8%	-$15.1K	0.07%	50
2023 Q1	$186K	Hold	1,430	–	–	0.07%	48
2022 Q4	$192K	Hold	1,430	–	–	0.07%	48
2022 Q3	$149K	Sell	1,430 -59	-4%	-$6.77K	0.06%	50
2022 Q2	$168K	Buy	1,489 +150	+11%	+$18.6K	0.07%	53
2022 Q1	$183K	Sell	1,339 -200	-13%	-$29.5K	0.07%	62
2021 Q4	$244K	Hold	1,539	–	–	0.1%	37
2021 Q3	$252K	Buy	1,539 +1,414	+1,131%	+$222K	0.12%	34
2021 Q2	$19.4K	Hold	125	–	–	0.01%	104
2021 Q1	$19K	Buy	125 +59	+89%	+$8.49K	0.01%	99
2020 Q4	$8.39K	Hold	66	–	–	﹤0.01%	135
2020 Q3	$6.35K	Hold	66	–	–	﹤0.01%	140
2020 Q2	$6.21K	Buy	+66	New	+$6.26K	﹤0.01%	121

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Halpern Financial's JPM Position: Q3 2024 in Review

Halpern Financial reduced its JPMorgan Chase (JPM) stake by 8.3% in Q3 2024, selling an estimated $21.1K and leaving 1,100 shares worth $228K. The position accounts for 0.06% of the portfolio, ranked #51.

Halpern Financial first reported a position in JPM in Q2 2020 and has held it in 18 quarters since. The position peaked at $295K in Q1 2024. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Halpern Financial held 1,100 shares of JPMorgan Chase worth $228K as of Q3 2024.
Halpern Financial sold 100 JPMorgan Chase shares in Q3 2024, an estimated $21.1K.
JPMorgan Chase made up 0.06% of Halpern Financial's portfolio in Q3 2024, its #51 holding.
Halpern Financial first reported a position in JPMorgan Chase in Q2 2020 and has held it in 18 quarters since.
Halpern Financial's JPMorgan Chase position peaked at $295K in Q1 2024.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Halpern Financial's 13F filing for Q3 2024, filed 4 Oct 2024.