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Long Island Wealth Management’s JPMorgan Chase JPM Stock Holding History

Long Island 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
2024
Q1 		– Sell
-707
Closed -$120K – 238
2023
Q4 		$120K Buy
+707
New +$107K 0.09% 89

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Long Island Wealth Management's JPM Position: Q1 2024 in Review

Long Island Wealth Management sold out of JPMorgan Chase (JPM) in Q1 2024, closing a stake of 707 shares — an estimated $120K sold.

Long Island Wealth Management first reported a position in JPM in Q4 2023 and held it in 1 quarter. The position peaked at $120K in Q4 2023. 4,111 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Long Island Wealth Management reported no remaining JPMorgan Chase position as of Q1 2024 after selling out during the quarter.
  • Long Island Wealth Management sold 707 JPMorgan Chase shares in Q1 2024, an estimated $120K.
  • Long Island Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 1 quarter.
  • Long Island Wealth Management's JPMorgan Chase position peaked at $120K in Q4 2023.
  • 4,111 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Long Island Wealth Management's 13F filing for Q1 2024, filed 13 May 2024.