Locust Wood Capital Advisers’s JPMorgan Chase JPM Stock Holding History

Locust Wood Capital Advisers’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
2019 Q1	–	Sell	-108,500	Closed	-$10.6M	–	54
2018 Q4	$10.6M	Buy	+108,500	New	+$11.6M	0.82%	40
2018 Q3	–	Sell	-116,500	Closed	-$12.1M	–	52
2018 Q2	$12.1M	Buy	+116,500	New	+$12.8M	0.97%	36

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 $1.88T AUM 44.46% 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 $1T AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Locust Wood Capital Advisers's JPM Position: Q4 2024 in Review

Locust Wood Capital Advisers sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 59,900 shares — an estimated $12.6M sold.

Locust Wood Capital Advisers first reported a position in JPM in Q2 2013 and held it in 46 quarters. The position peaked at $69.6M in Q4 2023. 4,668 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Locust Wood Capital Advisers reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Locust Wood Capital Advisers sold 59,900 JPMorgan Chase shares in Q4 2024, an estimated $12.6M.
Locust Wood Capital Advisers first reported a position in JPMorgan Chase in Q2 2013 and held it in 46 quarters.
Locust Wood Capital Advisers's JPMorgan Chase position peaked at $69.6M in Q4 2023.
4,668 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Locust Wood Capital Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.