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Keating Wealth Management’s JPMorgan Chase JPM Stock Holding History

Keating 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
Q1 		$620K Hold
3,094
– – 0.37% 24
2023
Q4 		$526K Buy
+3,094
New +$469K 0.36% 24

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Keating Wealth Management's JPM Position: Q1 2024 in Review

Keating Wealth Management held its JPMorgan Chase (JPM) position steady in Q1 2024 at 3,094 shares worth $620K. The position accounts for 0.37% of the portfolio, ranked #24.

Keating Wealth Management first reported a position in JPM in Q4 2023 and has held it in 2 quarters since. 4,118 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Keating Wealth Management held 3,094 shares of JPMorgan Chase worth $620K as of Q1 2024.
  • Keating Wealth Management left its JPMorgan Chase share count unchanged in Q1 2024.
  • JPMorgan Chase made up 0.37% of Keating Wealth Management's portfolio in Q1 2024, its #24 holding.
  • Keating Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 2 quarters since.
  • 4,118 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Keating Wealth Management's 13F filing for Q1 2024, filed 18 Apr 2024.