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Ledge Wealth Management’s JPMorgan Chase JPM Stock Holding History

Ledge 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
2023
Q4 		$2.97M Sell
17,466
-387
-2% -$58.6K 1.16% 20
2023
Q3 		$2.59M Buy
17,853
+1,730
+11% +$259K 1.16% 23
2023
Q2 		$2.34M Sell
16,123
-4,767
-23% -$656K 1.12% 24
2023
Q1 		$2.72M Buy
20,890
+194
+0.9% +$26.6K 1.29% 19
2022
Q4 		$2.77M Buy
20,696
+4,309
+26% +$546K 1.27% 19
2022
Q3 		$1.71M Sell
16,387
-4,718
-22% -$541K 1.05% 28
2022
Q2 		$2.38M Buy
21,105
+6,536
+45% +$810K 1.46% 19
2022
Q1 		$1.99M Buy
+14,569
New +$2.15M 1.24% 23

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Ledge Wealth Management's JPM Position: Q4 2023 in Review

Ledge Wealth Management reduced its JPMorgan Chase (JPM) stake by 2.2% in Q4 2023, selling an estimated $58.6K and leaving 17,466 shares worth $2.97M. The position accounts for 1.16% of the portfolio, ranked #20.

Ledge Wealth Management first reported a position in JPM in Q1 2022 and has held it in 8 quarters since. 3,990 funds tracked by Wall St. Rank hold JPM as of Q4 2023.

  • Ledge Wealth Management held 17,466 shares of JPMorgan Chase worth $2.97M as of Q4 2023.
  • Ledge Wealth Management sold 387 JPMorgan Chase shares in Q4 2023, an estimated $58.6K.
  • JPMorgan Chase made up 1.16% of Ledge Wealth Management's portfolio in Q4 2023, its #20 holding.
  • Ledge Wealth Management first reported a position in JPMorgan Chase in Q1 2022 and has held it in 8 quarters since.
  • 3,990 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2023.

Based on Ledge Wealth Management's 13F filing for Q4 2023, filed 24 Jan 2024.