Libra Wealth’s JPMorgan Chase JPM Stock Holding History

Libra Wealth’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	–	Sell	-1,012	Closed	-$205K	–	58
2024 Q2	$205K	Buy	+1,012	New	+$198K	0.09%	53

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 $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Libra Wealth's JPM Position: Q3 2024 in Review

Libra Wealth sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,012 shares — an estimated $205K sold.

Libra Wealth first reported a position in JPM in Q2 2024 and held it in 1 quarter. The position peaked at $205K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Libra Wealth reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Libra Wealth sold 1,012 JPMorgan Chase shares in Q3 2024, an estimated $205K.
Libra Wealth first reported a position in JPMorgan Chase in Q2 2024 and held it in 1 quarter.
Libra Wealth's JPMorgan Chase position peaked at $205K in Q2 2024.
4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Libra Wealth's 13F filing for Q3 2024, filed 23 Oct 2024.