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KLR Investment Advisors’s JPMorgan Chase JPM Stock Holding History

KLR Investment Advisors’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 		$951K Sell
4,987
-313
-6% -$56.5K 0.69% 33
2023
Q4 		$902K Sell
5,300
-103
-2% -$15.6K 0.65% 34
2023
Q3 		$704K Buy
5,403
+32
+0.6% +$4.8K 0.64% 39
2023
Q2 		$781K Sell
5,371
-219
-4% -$30.1K 0.64% 34
2023
Q1 		$728K Buy
5,590
+506
+10% +$69.3K 0.64% 39
2022
Q4 		$682K Buy
+5,084
New +$644K 0.56% 40

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

KLR Investment Advisors's JPM Position: Q1 2024 in Review

KLR Investment Advisors reduced its JPMorgan Chase (JPM) stake by 5.9% in Q1 2024, selling an estimated $56.5K and leaving 4,987 shares worth $951K. The position accounts for 0.69% of the portfolio, ranked #33.

KLR Investment Advisors first reported a position in JPM in Q4 2022 and has held it in 6 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • KLR Investment Advisors held 4,987 shares of JPMorgan Chase worth $951K as of Q1 2024.
  • KLR Investment Advisors sold 313 JPMorgan Chase shares in Q1 2024, an estimated $56.5K.
  • JPMorgan Chase made up 0.69% of KLR Investment Advisors's portfolio in Q1 2024, its #33 holding.
  • KLR Investment Advisors first reported a position in JPMorgan Chase in Q4 2022 and has held it in 6 quarters since.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on KLR Investment Advisors's 13F filing for Q1 2024, filed 23 Apr 2024.