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Karpas Strategies’s JPMorgan Chase JPM Stock Holding History

Karpas Strategies’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 		$3.78M Buy
18,705
+36
+0.2% +$7.04K 1.19% 22
2024
Q1 		$3.74M Buy
18,669
+38
+0.2% +$6.86K 1.16% 24
2023
Q4 		$3.17M Sell
18,631
-1,448
-7% -$219K 1.05% 26
2023
Q3 		$2.91M Sell
20,079
-1,242
-6% -$186K 1.07% 26
2023
Q2 		$3.1M Sell
21,321
-145
-0.7% -$19.9K 1.05% 28
2023
Q1 		$2.8M Sell
21,466
-142
-0.7% -$19.5K 0.99% 29
2022
Q4 		$2.9M Buy
21,608
+71
+0.3% +$9K 1.02% 28
2022
Q3 		$2.25M Buy
21,537
+80
+0.4% +$9.18K 0.85% 34
2022
Q2 		$2.42M Buy
21,457
+268
+1% +$33.2K 0.85% 34
2022
Q1 		$2.89M Buy
21,189
+462
+2% +$68.2K 0.91% 32
2021
Q4 		$3.28M Buy
20,727
+5,570
+37% +$915K 1.05% 26
2021
Q3 		$2.58M Buy
15,157
+36
+0.2% +$5.64K 0.85% 31
2021
Q2 		$2.35M Buy
15,121
+17
+0.1% +$2.67K 0.84% 32
2021
Q1 		$2.3M Sell
15,104
-379
-2% -$54.5K 0.87% 31
2020
Q4 		$1.97M Buy
15,483
+25
+0.2% +$2.79K 0.77% 34
2020
Q3 		$1.49M Buy
15,458
+28
+0.2% +$2.75K 0.68% 36
2020
Q2 		$1.45M Buy
15,430
+28
+0.2% +$2.66K 0.7% 35
2020
Q1 		$1.39M Buy
15,402
+19
+0.1% +$2.31K 0.75% 35
2019
Q4 		$2.14M Buy
15,383
+21
+0.1% +$2.69K 0.81% 35
2019
Q3 		$1.81M Buy
15,362
+19
+0.1% +$2.15K 0.73% 35
2019
Q2 		$1.72M Buy
15,343
+20
+0.1% +$2.21K 0.71% 36
2019
Q1 		$1.55M Sell
15,323
-56
-0.4% -$5.77K 0.65% 38
2018
Q4 		$1.5M Buy
15,379
+21
+0.1% +$2.24K 0.7% 39
2018
Q3 		$1.73M Buy
15,358
+13
+0.1% +$1.48K 0.72% 38
2018
Q2 		$1.6M Buy
15,345
+15
+0.1% +$1.65K 0.69% 39
2018
Q1 		$1.69M Sell
15,330
-87
-0.6% -$9.85K 0.73% 37
2017
Q4 		$1.65M Buy
15,417
+15
+0.1% +$1.52K 0.71% 36
2017
Q3 		$1.47M Buy
15,402
+15
+0.1% +$1.38K 0.65% 39
2017
Q2 		$1.41M Buy
15,387
+15
+0.1% +$1.29K 0.63% 39
2017
Q1 		$1.35M Buy
15,372
+15
+0.1% +$1.32K 0.62% 39
2016
Q4 		$1.32M Buy
15,357
+19
+0.1% +$1.45K 0.62% 39
2016
Q3 		$1.02M Buy
15,338
+20
+0.1% +$1.3K 0.5% 43
2016
Q2 		$952K Buy
15,318
+18
+0.1% +$1.12K 0.47% 46
2016
Q1 		$906K Buy
15,300
+21
+0.1% +$1.23K 0.47% 48
2015
Q4 		$1.01M Buy
15,279
+17
+0.1% +$1.11K 0.53% 45
2015
Q3 		$931K Buy
15,262
+17
+0.1% +$1.11K 0.51% 47
2015
Q2 		$1.03M Buy
15,245
+16
+0.1% +$1.04K 0.52% 47
2015
Q1 		$923K Buy
15,229
+18
+0.1% +$1.07K 0.45% 50
2014
Q4 		$952K Buy
15,211
+17
+0.1% +$1.02K 0.46% 50
2014
Q3 		$915K Buy
15,194
+17
+0.1% +$994 0.46% 49
2014
Q2 		$874K Buy
15,177
+17
+0.1% +$956 0.44% 56
2014
Q1 		$920K Buy
15,160
+17
+0.1% +$982 0.49% 47
2013
Q4 		$886K Buy
15,143
+18
+0.1% +$986 0.49% 50
2013
Q3 		$782K Buy
15,125
+17
+0.1% +$912 0.46% 51
2013
Q2 		$798K Buy
+15,108
New +$768K 0.49% 49

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Karpas Strategies's JPM Position: Q2 2024 in Review

Karpas Strategies increased its JPMorgan Chase (JPM) stake by 0.19% in Q2 2024, buying an estimated $7.04K and bringing the position to 18,705 shares worth $3.78M. The position accounts for 1.19% of the portfolio, ranked #22.

Karpas Strategies first reported a position in JPM in Q2 2013 and has held it in 45 quarters since. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Karpas Strategies held 18,705 shares of JPMorgan Chase worth $3.78M as of Q2 2024.
  • Karpas Strategies bought 36 JPMorgan Chase shares in Q2 2024, an estimated $7.04K.
  • JPMorgan Chase made up 1.19% of Karpas Strategies's portfolio in Q2 2024, its #22 holding.
  • Karpas Strategies first reported a position in JPMorgan Chase in Q2 2013 and has held it in 45 quarters since.
  • 4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Karpas Strategies's 13F filing for Q2 2024, filed 30 Jul 2024.