Householder Group Estate & Retirement Specialist’s JPMorgan Chase JPM Stock Holding History

Householder Group Estate & Retirement Specialist’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	$365K	Sell	1,525 -6,036	-80%	-$1.41M	0.27%	59
2024 Q3	$1.59M	Sell	7,561 -1,506	-17%	-$317K	0.46%	40
2024 Q2	$1.83M	Buy	9,067 +545	+6%	+$107K	0.51%	36
2024 Q1	$1.71M	Sell	8,522 -383	-4%	-$69.1K	0.51%	39
2023 Q4	$1.51M	Buy	8,905 +630	+8%	+$95.5K	0.5%	42
2023 Q3	$1.2M	Buy	+8,275	New	+$1.24M	0.43%	48
2023 Q1	$948K	Buy	7,275 +383	+6%	+$52.5K	0.36%	60
2022 Q4	$924K	Sell	6,892 -21	-0.3%	-$2.66K	1.38%	16
2022 Q3	$722K	Sell	6,913 -625	-8%	-$71.7K	0.3%	73
2022 Q2	$849K	Buy	7,538 +406	+6%	+$50.3K	0.38%	58
2022 Q1	$972K	Buy	7,132 +9	+0.1%	+$1.33K	0.39%	66
2021 Q4	$1.13M	Buy	+7,123	New	+$1.17M	0.42%	64

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Householder Group Estate & Retirement Specialist's JPM Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its JPMorgan Chase (JPM) stake by 80% in Q4 2024, selling an estimated $1.41M and leaving 1,525 shares worth $365K. The position accounts for 0.27% of the portfolio, ranked #59.

Householder Group Estate & Retirement Specialist first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.83M in Q2 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Householder Group Estate & Retirement Specialist held 1,525 shares of JPMorgan Chase worth $365K as of Q4 2024.
Householder Group Estate & Retirement Specialist sold 6,036 JPMorgan Chase shares in Q4 2024, an estimated $1.41M.
JPMorgan Chase made up 0.27% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #59 holding.
Householder Group Estate & Retirement Specialist first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
Householder Group Estate & Retirement Specialist's JPMorgan Chase position peaked at $1.83M in Q2 2024.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.