JF
PM icon

JSF Financial’s Philip Morris PM Stock Holding History

JSF Financial’s Portfolio PM Stock Details PM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q3 		– Sell
-1,344
Closed -$245K – 135
2025
Q2 		$245K Buy
+1,344
New +$231K 0.06% 108
2024
Q4 		– Sell
-2,560
Closed -$311K – 133
2024
Q3 		$311K Buy
2,560
+12
+0.5% +$1.39K 0.09% 90
2024
Q2 		$258K Sell
2,548
-958
-27% -$93.7K 0.08% 98
2024
Q1 		$321K Buy
3,506
+25
+0.7% +$2.31K 0.1% 89
2023
Q4 		$327K Sell
3,481
-237
-6% -$21.8K 0.11% 81
2023
Q3 		$344K Sell
3,718
-139
-4% -$13.4K 0.13% 78
2023
Q2 		$377K Sell
3,857
-1,042
-21% -$99.6K 0.13% 73
2023
Q1 		$476K Buy
+4,899
New +$488K 0.18% 77

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Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return