ML&R Wealth Management’s JPMorgan Chase JPM Stock Holding History

ML&R 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	$782K	Buy	3,903 +43	+1%	+$7.76K	0.18%	32
2023 Q4	$657K	Sell	3,860 -97	-2%	-$14.7K	0.15%	37
2023 Q3	$574K	Buy	3,957 +482	+14%	+$72.3K	0.15%	34
2023 Q2	$505K	Sell	3,475 -13	-0.4%	-$1.79K	0.11%	60
2023 Q1	$455K	Buy	+3,488	New	+$478K	0.12%	40

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ML&R Wealth Management's JPM Position: Q1 2024 in Review

ML&R Wealth Management increased its JPMorgan Chase (JPM) stake by 1.1% in Q1 2024, buying an estimated $7.76K and bringing the position to 3,903 shares worth $782K. The position accounts for 0.18% of the portfolio, ranked #32.

ML&R Wealth Management first reported a position in JPM in Q1 2023 and has held it in 5 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

ML&R Wealth Management held 3,903 shares of JPMorgan Chase worth $782K as of Q1 2024.
ML&R Wealth Management bought 43 JPMorgan Chase shares in Q1 2024, an estimated $7.76K.
JPMorgan Chase made up 0.18% of ML&R Wealth Management's portfolio in Q1 2024, its #32 holding.
ML&R Wealth Management first reported a position in JPMorgan Chase in Q1 2023 and has held it in 5 quarters since.
4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on ML&R Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.