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Kraft Davis & Associates’s JPMorgan Chase JPM Stock Holding History

Kraft Davis & 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
Q4 		– Sell
-2,137
Closed -$475K – 151
2024
Q3 		$475K Sell
2,137
-11
-0.5% -$2.32K 0.14% 76
2024
Q2 		$456K Buy
+2,148
New +$420K 0.14% 80

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Kraft Davis & Associates's JPM Position: Q4 2024 in Review

Kraft Davis & Associates sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 2,137 shares — an estimated $475K sold.

Kraft Davis & Associates first reported a position in JPM in Q2 2024 and held it in 2 quarters. The position peaked at $475K in Q3 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Kraft Davis & Associates reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Kraft Davis & Associates sold 2,137 JPMorgan Chase shares in Q4 2024, an estimated $475K.
  • Kraft Davis & Associates first reported a position in JPMorgan Chase in Q2 2024 and held it in 2 quarters.
  • Kraft Davis & Associates's JPMorgan Chase position peaked at $475K in Q3 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Kraft Davis & Associates's 13F filing for Q4 2024, filed 13 Feb 2025.