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Kolinsky Wealth Management’s JPMorgan Chase JPM Stock Holding History

Kolinsky 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
Q4 		$2M Buy
8,330
+378
+5% +$88K 1.22% 13
2024
Q3 		$1.68M Buy
7,952
+30
+0.4% +$6.32K 1.09% 14
2024
Q2 		$1.6M Buy
7,922
+228
+3% +$44.6K 1.15% 13
2024
Q1 		$1.54M Buy
7,694
+493
+7% +$89K 1.18% 15
2023
Q4 		$1.22M Sell
7,201
-344
-5% -$52.1K 1.08% 14
2023
Q3 		$1.09M Buy
7,545
+545
+8% +$81.7K 1.09% 13
2023
Q2 		$1M Buy
7,000
+301
+4% +$41.4K 0.95% 12
2023
Q1 		$873K Buy
6,699
+286
+4% +$39.2K 0.93% 14
2022
Q4 		$860K Buy
6,413
+116
+2% +$14.7K 0.98% 12
2022
Q3 		$658K Sell
6,297
-498
-7% -$57.1K 0.82% 16
2022
Q2 		$765K Sell
6,795
-46
-0.7% -$5.7K 0.9% 17
2022
Q1 		$933K Buy
6,841
+86
+1% +$12.7K 0.92% 15
2021
Q4 		$1.07M Buy
+6,755
New +$1.11M 0.99% 13

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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Kolinsky Wealth Management's JPM Position: Q4 2024 in Review

Kolinsky Wealth Management increased its JPMorgan Chase (JPM) stake by 4.8% in Q4 2024, buying an estimated $88K and bringing the position to 8,330 shares worth $2M. The position accounts for 1.22% of the portfolio, ranked #13.

Kolinsky Wealth Management first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Kolinsky Wealth Management held 8,330 shares of JPMorgan Chase worth $2M as of Q4 2024.
  • Kolinsky Wealth Management bought 378 JPMorgan Chase shares in Q4 2024, an estimated $88K.
  • JPMorgan Chase made up 1.22% of Kolinsky Wealth Management's portfolio in Q4 2024, its #13 holding.
  • Kolinsky Wealth Management first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
  • 4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Kolinsky Wealth Management's 13F filing for Q4 2024, filed 18 Feb 2025.