LifePro Asset Management’s JPMorgan Chase JPM Stock Holding History

LifePro Asset 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
2024 Q3	$1.01M	Sell	4,799 -1,488	-24%	-$313K	0.62%	52
2024 Q2	$1.27M	Sell	6,287 -168	-3%	-$32.8K	0.91%	38
2024 Q1	$1.29M	Buy	6,455 +295	+5%	+$53.2K	0.85%	38
2023 Q4	$1.05M	Buy	6,160 +4,643	+306%	+$704K	0.81%	37
2023 Q3	$220K	Buy	1,517 +136	+10%	+$20.4K	0.18%	87
2023 Q2	$201K	Buy	+1,381	New	+$190K	0.15%	100
2022 Q2	–	Sell	-4,445	Closed	-$606K	–	127
2022 Q1	$606K	Sell	4,445 -1,972	-31%	-$291K	0.22%	65
2021 Q4	$1.02M	Sell	6,417 -67,110	-91%	-$11M	0.3%	41
2021 Q3	$12M	Buy	73,527 +68,624	+1,400%	+$10.8M	3.65%	13
2021 Q2	$763K	Hold	4,903	–	–	0.23%	35
2021 Q1	$746K	Sell	4,903 -755	-13%	-$109K	0.24%	35
2020 Q4	$719K	Buy	+5,658	New	+$632K	0.22%	40

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

LifePro Asset Management's JPM Position: Q3 2024 in Review

LifePro Asset Management reduced its JPMorgan Chase (JPM) stake by 24% in Q3 2024, selling an estimated $313K and leaving 4,799 shares worth $1.01M. The position accounts for 0.62% of the portfolio, ranked #52.

LifePro Asset Management first reported a position in JPM in Q4 2020 and has held it in 12 quarters since. The position peaked at $12M in Q3 2021. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

LifePro Asset Management held 4,799 shares of JPMorgan Chase worth $1.01M as of Q3 2024.
LifePro Asset Management sold 1,488 JPMorgan Chase shares in Q3 2024, an estimated $313K.
JPMorgan Chase made up 0.62% of LifePro Asset Management's portfolio in Q3 2024, its #52 holding.
LifePro Asset Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 12 quarters since.
LifePro Asset Management's JPMorgan Chase position peaked at $12M in Q3 2021.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on LifePro Asset Management's 13F filing for Q3 2024, filed 9 Oct 2024.