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Maxwell Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Maxwell Wealth Strategies’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
Q4 		$7.8M Sell
32,560
-62
-0.2% -$14.4K 3.19% 5
2024
Q3 		$7.23M Buy
32,622
+5,852
+22% +$1.23M 3.07% 6
2024
Q2 		$5.41M Sell
26,770
-15
-0.1% -$2.93K 2.65% 6
2024
Q1 		$5.34M Buy
26,785
+3,935
+17% +$710K 2.71% 5
2023
Q4 		$3.89M Buy
+22,850
New +$3.46M 2.54% 8

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Maxwell Wealth Strategies's JPM Position: Q4 2024 in Review

Maxwell Wealth Strategies reduced its JPMorgan Chase (JPM) stake by 0.19% in Q4 2024, selling an estimated $14.4K and leaving 32,560 shares worth $7.8M. The position accounts for 3.19% of the portfolio, ranked #5.

Maxwell Wealth Strategies first reported a position in JPM in Q4 2023 and has held it in 5 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Maxwell Wealth Strategies held 32,560 shares of JPMorgan Chase worth $7.8M as of Q4 2024.
  • Maxwell Wealth Strategies sold 62 JPMorgan Chase shares in Q4 2024, an estimated $14.4K.
  • JPMorgan Chase made up 3.19% of Maxwell Wealth Strategies's portfolio in Q4 2024, its #5 holding.
  • Maxwell Wealth Strategies first reported a position in JPMorgan Chase in Q4 2023 and has held it in 5 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Maxwell Wealth Strategies's 13F filing for Q4 2024, filed 13 Feb 2025.