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Lake Street Advisors Group’s JPMorgan Chase JPM Stock Holding History

Lake Street Advisors 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
Q4 		$7.21M Buy
30,093
+75
+0.2% +$17.5K 0.33% 52
2024
Q3 		$6.33M Buy
30,018
+236
+0.8% +$49.7K 0.29% 55
2024
Q2 		$6.02M Sell
29,782
-120
-0.4% -$23.5K 0.29% 58
2024
Q1 		$5.99M Sell
29,902
-192
-0.6% -$34.6K 0.28% 59
2023
Q4 		$5.12M Buy
30,094
+765
+3% +$116K 0.26% 61
2023
Q3 		$4.25M Buy
29,329
+445
+2% +$66.7K 0.25% 69
2023
Q2 		$4.2M Sell
28,884
-677
-2% -$93.1K 0.23% 68
2023
Q1 		$3.85M Buy
29,561
+1,588
+6% +$218K 0.24% 66
2022
Q4 		$3.75M Sell
27,973
-15,999
-36% -$2.03M 0.25% 65
2022
Q3 		$4.59M Sell
43,972
-2,400
-5% -$275K 0.33% 50
2022
Q2 		$5.22M Buy
46,372
+2,771
+6% +$343K 0.37% 45
2022
Q1 		$5.94M Buy
43,601
+4,801
+12% +$709K 0.38% 41
2021
Q4 		$6.14M Buy
38,800
+1,342
+4% +$220K 0.39% 43
2021
Q3 		$6.13M Buy
37,458
+20,793
+125% +$3.26M 0.66% 33
2021
Q2 		$2.7M Sell
16,665
-63
-0.4% -$9.89K 0.2% 57
2021
Q1 		$2.55M Sell
16,728
-155
-0.9% -$22.3K 0.21% 50
2020
Q4 		$2.15M Buy
16,883
+776
+5% +$86.7K 0.18% 57
2020
Q3 		$1.55M Buy
16,107
+231
+1% +$22.7K 0.15% 64
2020
Q2 		$1.49M Sell
15,876
-104
-0.7% -$9.87K 0.15% 61
2020
Q1 		$1.44M Buy
15,980
+593
+4% +$72K 0.18% 53
2019
Q4 		$2.15M Buy
15,387
+613
+4% +$78.6K 0.21% 41
2019
Q3 		$1.6M Buy
14,774
+784
+6% +$88.7K 0.17% 43
2019
Q2 		$1.56M Buy
13,990
+1,916
+16% +$211K 0.17% 41
2019
Q1 		$1.22M Sell
12,074
-323
-3% -$33.3K 0.13% 54
2018
Q4 		$1.21M Buy
12,397
+1,021
+9% +$109K 0.15% 45
2018
Q3 		$1.28M Sell
11,376
-5,858
-34% -$665K 0.14% 42
2018
Q2 		$1.8M Sell
17,234
-1,058
-6% -$116K 0.18% 41
2018
Q1 		$2.01M Buy
18,292
+172
+0.9% +$19.5K 0.23% 34
2017
Q4 		$1.94M Buy
+18,120
New +$1.83M 0.22% 32

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

Lake Street Advisors Group's JPM Position: Q4 2024 in Review

Lake Street Advisors Group increased its JPMorgan Chase (JPM) stake by 0.25% in Q4 2024, buying an estimated $17.5K and bringing the position to 30,093 shares worth $7.21M. The position accounts for 0.33% of the portfolio, ranked #52.

Lake Street Advisors Group first reported a position in JPM in Q4 2017 and has held it in 29 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Lake Street Advisors Group held 30,093 shares of JPMorgan Chase worth $7.21M as of Q4 2024.
  • Lake Street Advisors Group bought 75 JPMorgan Chase shares in Q4 2024, an estimated $17.5K.
  • JPMorgan Chase made up 0.33% of Lake Street Advisors Group's portfolio in Q4 2024, its #52 holding.
  • Lake Street Advisors Group first reported a position in JPMorgan Chase in Q4 2017 and has held it in 29 quarters since.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Lake Street Advisors Group's 13F filing for Q4 2024, filed 4 Feb 2025.