ICA Group Wealth Management’s JPMorgan Chase JPM Stock Holding History

ICA Group 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 Q2	$150K	Sell	741 -5,527	-88%	-$1.08M	0.09%	135
2024 Q1	$1.26M	Buy	6,268 +118	+2%	+$21.3K	0.25%	81
2023 Q4	$1.05M	Buy	6,150 +260	+4%	+$39.4K	0.23%	84
2023 Q3	$854K	Sell	5,890 -159	-3%	-$23.8K	0.24%	89
2023 Q2	$880K	Sell	6,049 -18,052	-75%	-$2.48M	0.22%	90
2023 Q1	$3.14M	Buy	24,101 +322	+1%	+$44.1K	0.75%	27
2022 Q4	$3.19M	Sell	23,779 -2,746	-10%	-$348K	0.75%	25
2022 Q3	$2.77M	Sell	26,525 -36	-0.1%	-$4.13K	0.59%	36
2022 Q2	$3.15M	Buy	26,561 +237	+0.9%	+$29.4K	0.59%	40
2022 Q1	$3.42M	Buy	+26,324	New	+$3.89M	0.65%	37

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ICA Group Wealth Management's JPM Position: Q2 2024 in Review

ICA Group Wealth Management reduced its JPMorgan Chase (JPM) stake by 88% in Q2 2024, selling an estimated $1.08M and leaving 741 shares worth $150K. The position accounts for 0.09% of the portfolio, ranked #135.

ICA Group Wealth Management first reported a position in JPM in Q1 2022 and has held it in 10 quarters since. The position peaked at $3.42M in Q1 2022. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

ICA Group Wealth Management held 741 shares of JPMorgan Chase worth $150K as of Q2 2024.
ICA Group Wealth Management sold 5,527 JPMorgan Chase shares in Q2 2024, an estimated $1.08M.
JPMorgan Chase made up 0.09% of ICA Group Wealth Management's portfolio in Q2 2024, its #135 holding.
ICA Group Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 10 quarters since.
ICA Group Wealth Management's JPMorgan Chase position peaked at $3.42M in Q1 2022.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on ICA Group Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.