IP
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Interval Partners’s JPMorgan Chase JPM Stock Holding History

Interval Partners’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 		– Sell
-15,900
Closed -$3.35M – 434
2024
Q3 		$3.35M Buy
+15,900
New +$3.35M 0.1% 217
2022
Q2 		– Sell
-25,000
Closed -$3.41M – 324
2022
Q1 		$3.41M Buy
+25,000
New +$3.69M 0.26% 148
2021
Q4 		– Sell
-20,000
Closed -$3.27M – 318
2021
Q3 		$3.27M Hold
20,000
– – 0.19% 177
2021
Q2 		$3.11M Buy
+20,000
New +$3.14M 0.19% 176
2020
Q3 		– Sell
-80,000
Closed -$7.53M – 292
2020
Q2 		$7.53M Buy
+80,000
New +$7.59M 0.74% 50
2017
Q2 		– Sell
-50,000
Closed -$4.39M – 226
2017
Q1 		$4.39M Buy
+50,000
New +$4.41M 0.29% 121
2016
Q3 		– Sell
-70,000
Closed -$4.35M – 177
2016
Q2 		$4.35M Buy
+70,000
New +$4.37M 0.37% 80
2015
Q2 		– Sell
-20,000
Closed -$1.21M – 158
2015
Q1 		$1.21M Buy
+20,000
New +$1.18M 0.22% 103

Other funds holding JPM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return