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Kowal Investment Group’s JPMorgan Chase JPM Stock Holding History

Kowal Investment Group’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 		$2.22M Buy
10,520
+201
+2% +$42.3K 0.41% 40
2024
Q2 		$2.09M Buy
10,319
+323
+3% +$63.1K 0.42% 36
2024
Q1 		$2M Buy
9,996
+411
+4% +$74.2K 0.43% 31
2023
Q4 		$1.63M Buy
9,585
+555
+6% +$84.1K 0.38% 39
2023
Q3 		$1.31M Buy
9,030
+267
+3% +$40K 0.35% 36
2023
Q2 		$1.27M Buy
8,763
+115
+1% +$15.8K 0.34% 41
2023
Q1 		$1.13M Buy
8,648
+1,166
+16% +$160K 0.32% 47
2022
Q4 		$1M Buy
7,482
+110
+1% +$13.9K 0.3% 44
2022
Q3 		$770K Buy
7,372
+509
+7% +$58.4K 0.26% 50
2022
Q2 		$773K Buy
6,863
+1,351
+25% +$167K 0.25% 43
2022
Q1 		$751K Buy
5,512
+962
+21% +$142K 0.23% 47
2021
Q4 		$720K Buy
4,550
+246
+6% +$40.4K 0.21% 40
2021
Q3 		$705K Sell
4,304
-83
-2% -$13K 0.22% 38
2021
Q2 		$682K Sell
4,387
-330
-7% -$51.8K 0.25% 41
2021
Q1 		$718K Sell
4,717
-429
-8% -$61.7K 0.29% 32
2020
Q4 		$722K Buy
+5,146
New +$575K 0.34% 30

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kowal Investment Group's JPM Position: Q3 2024 in Review

Kowal Investment Group increased its JPMorgan Chase (JPM) stake by 1.9% in Q3 2024, buying an estimated $42.3K and bringing the position to 10,520 shares worth $2.22M. The position accounts for 0.41% of the portfolio, ranked #40.

Kowal Investment Group first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Kowal Investment Group held 10,520 shares of JPMorgan Chase worth $2.22M as of Q3 2024.
  • Kowal Investment Group bought 201 JPMorgan Chase shares in Q3 2024, an estimated $42.3K.
  • JPMorgan Chase made up 0.41% of Kowal Investment Group's portfolio in Q3 2024, its #40 holding.
  • Kowal Investment Group first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Kowal Investment Group's 13F filing for Q3 2024, filed 16 Oct 2024.