Kades & Cheifetz’s JPMorgan Chase JPM Stock Holding History

Kades & Cheifetz’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	$217K	Sell	904 -68	-7%	-$15.8K	0.11%	100
2024 Q3	$205K	Buy	+972	New	+$205K	0.12%	91

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

Kades & Cheifetz's JPM Position: Q4 2024 in Review

Kades & Cheifetz reduced its JPMorgan Chase (JPM) stake by 7% in Q4 2024, selling an estimated $15.8K and leaving 904 shares worth $217K. The position accounts for 0.11% of the portfolio, ranked #100.

Kades & Cheifetz first reported a position in JPM in Q3 2024 and has held it in 2 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Kades & Cheifetz held 904 shares of JPMorgan Chase worth $217K as of Q4 2024.
Kades & Cheifetz sold 68 JPMorgan Chase shares in Q4 2024, an estimated $15.8K.
JPMorgan Chase made up 0.11% of Kades & Cheifetz's portfolio in Q4 2024, its #100 holding.
Kades & Cheifetz first reported a position in JPMorgan Chase in Q3 2024 and has held it in 2 quarters since.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Kades & Cheifetz's 13F filing for Q4 2024, filed 13 Jan 2025.