MFA Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

MFA Wealth Advisors’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	–	Sell	-247	Closed	-$52.1K	–	233
2024 Q3	$52.1K	Hold	247	–	–	0.01%	177
2024 Q2	$50K	Buy	+247	New	+$48.3K	0.01%	179
2024 Q1	–	Sell	-2,767	Closed	-$471K	–	94
2023 Q4	$471K	Buy	+2,767	New	+$419K	0.13%	66
2020 Q3	–	Sell	-195	Closed	-$18.3K	–	125
2020 Q2	$18.3K	Buy	+195	New	+$18.5K	0.01%	125

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

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

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

MFA Wealth Advisors's JPM Position: Q4 2024 in Review

MFA Wealth Advisors sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 247 shares — an estimated $52.1K sold.

MFA Wealth Advisors first reported a position in JPM in Q2 2020 and held it in 4 quarters. The position peaked at $471K in Q4 2023. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

MFA Wealth Advisors reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
MFA Wealth Advisors sold 247 JPMorgan Chase shares in Q4 2024, an estimated $52.1K.
MFA Wealth Advisors first reported a position in JPMorgan Chase in Q2 2020 and held it in 4 quarters.
MFA Wealth Advisors's JPMorgan Chase position peaked at $471K in Q4 2023.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on MFA Wealth Advisors's 13F filing for Q4 2024, filed 29 Jan 2025.