Keene & Associates’s JPMorgan Chase JPM Stock Holding History

Keene & Associates’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 Q3	–	Sell	-3,041	Closed	-$615K	–	79
2024 Q2	$615K	Sell	3,041 -105	-3%	-$20.5K	0.5%	39
2024 Q1	$630K	Sell	3,146 -48	-2%	-$8.66K	0.47%	43
2023 Q4	$543K	Buy	3,194 +245	+8%	+$37.1K	0.45%	49
2023 Q3	$428K	Buy	2,949 +168	+6%	+$25.2K	0.34%	52
2023 Q2	$404K	Buy	2,781 +70	+3%	+$9.63K	0.31%	49
2023 Q1	$353K	Sell	2,711 -2	-0.1%	-$274	0.27%	53
2022 Q4	$364K	Sell	2,713 -579	-18%	-$73.4K	0.32%	48
2022 Q3	$344K	Sell	3,292 -180	-5%	-$20.7K	0.32%	45
2022 Q2	$391K	Sell	3,472 -1,566	-31%	-$194K	0.37%	44
2022 Q1	$687K	Buy	5,038 +1,190	+31%	+$176K	0.56%	39
2021 Q4	$609K	Buy	+3,848	New	+$632K	0.53%	40

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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Keene & Associates's JPM Position: Q3 2024 in Review

Keene & Associates sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 3,041 shares — an estimated $615K sold.

Keene & Associates first reported a position in JPM in Q4 2021 and held it in 11 quarters. The position peaked at $687K in Q1 2022. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Keene & Associates reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Keene & Associates sold 3,041 JPMorgan Chase shares in Q3 2024, an estimated $615K.
Keene & Associates first reported a position in JPMorgan Chase in Q4 2021 and held it in 11 quarters.
Keene & Associates's JPMorgan Chase position peaked at $687K in Q1 2022.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Keene & Associates's 13F filing for Q3 2024, filed 22 Oct 2024.