LWMG LLC’s JPMorgan Chase JPM Stock Holding History

LWMG LLC’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	$831K	Sell	3,940 -45	-1%	-$9.48K	0.16%	44
2024 Q2	$806K	Sell	3,985 -10	-0.3%	-$1.96K	0.17%	39
2024 Q1	$800K	Sell	3,995 -129	-3%	-$23.3K	0.18%	37
2023 Q4	$702K	Buy	4,124 +168	+4%	+$25.5K	0.17%	40
2023 Q3	$574K	Sell	3,956 -11	-0.3%	-$1.65K	0.16%	47
2023 Q2	$577K	Buy	3,967 +72	+2%	+$9.9K	0.16%	44
2023 Q1	$508K	Sell	3,895 -42	-1%	-$5.75K	0.16%	48
2022 Q4	$528K	Buy	+3,937	New	+$499K	0.19%	56

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

LWMG LLC's JPM Position: Q3 2024 in Review

LWMG LLC reduced its JPMorgan Chase (JPM) stake by 1.1% in Q3 2024, selling an estimated $9.48K and leaving 3,940 shares worth $831K. The position accounts for 0.16% of the portfolio, ranked #44.

LWMG LLC first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

LWMG LLC held 3,940 shares of JPMorgan Chase worth $831K as of Q3 2024.
LWMG LLC sold 45 JPMorgan Chase shares in Q3 2024, an estimated $9.48K.
JPMorgan Chase made up 0.16% of LWMG LLC's portfolio in Q3 2024, its #44 holding.
LWMG LLC first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on LWMG LLC's 13F filing for Q3 2024, filed 4 Oct 2024.