Levy Wealth Management Group’s JPMorgan Chase JPM Stock Holding History

Levy Wealth Management 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 Q2	$673K	Buy	3,326 +193	+6%	+$37.7K	0.17%	49
2024 Q1	$533K	Hold	3,133	–	–	0.15%	55
2023 Q4	$533K	Buy	3,133 +21	+0.7%	+$3.18K	0.15%	55
2023 Q3	$451K	Buy	3,112 +17	+0.5%	+$2.55K	0.14%	62
2023 Q2	$450K	Buy	3,095 +20	+0.7%	+$2.75K	0.13%	62
2023 Q1	$401K	Buy	3,075 +19	+0.6%	+$2.6K	0.12%	63
2022 Q4	$410K	Sell	3,056 -47	-2%	-$5.96K	0.14%	57
2022 Q3	$324K	Buy	3,103 +217	+8%	+$24.9K	0.14%	54
2022 Q2	$325K	Buy	2,886 +11	+0.4%	+$1.36K	0.15%	51
2022 Q1	$392K	Buy	2,875 +14	+0.5%	+$2.07K	0.16%	43
2021 Q4	$453K	Buy	2,861 +14	+0.5%	+$2.3K	0.21%	43
2021 Q3	$466K	Buy	2,847 +15	+0.5%	+$2.35K	0.26%	37
2021 Q2	$441K	Buy	+2,832	New	+$445K	0.25%	38

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Levy Wealth Management Group's JPM Position: Q2 2024 in Review

Levy Wealth Management Group increased its JPMorgan Chase (JPM) stake by 6.2% in Q2 2024, buying an estimated $37.7K and bringing the position to 3,326 shares worth $673K. The position accounts for 0.17% of the portfolio, ranked #49.

Levy Wealth Management Group first reported a position in JPM in Q2 2021 and has held it in 13 quarters since. 4,175 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Levy Wealth Management Group held 3,326 shares of JPMorgan Chase worth $673K as of Q2 2024.
Levy Wealth Management Group bought 193 JPMorgan Chase shares in Q2 2024, an estimated $37.7K.
JPMorgan Chase made up 0.17% of Levy Wealth Management Group's portfolio in Q2 2024, its #49 holding.
Levy Wealth Management Group first reported a position in JPMorgan Chase in Q2 2021 and has held it in 13 quarters since.
4,175 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Levy Wealth Management Group's 13F filing for Q2 2024, filed 25 Jul 2024.