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Naples Money Management’s JPMorgan Chase JPM Stock Holding History

Naples Money 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
Q3 		$295K Buy
1,400
+20
+1% +$4.21K 0.25% 43
2024
Q2 		$284K Hold
1,380
– – 0.24% 41
2024
Q1 		$277K Sell
1,380
-13,500
-91% -$2.44M 0.28% 43
2023
Q4 		$2.53M Buy
+14,880
New +$2.25M 2.37% 14

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
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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Naples Money Management's JPM Position: Q3 2024 in Review

Naples Money Management increased its JPMorgan Chase (JPM) stake by 1.4% in Q3 2024, buying an estimated $4.21K and bringing the position to 1,400 shares worth $295K. The position accounts for 0.25% of the portfolio, ranked #43.

Naples Money Management first reported a position in JPM in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.53M in Q4 2023. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Naples Money Management held 1,400 shares of JPMorgan Chase worth $295K as of Q3 2024.
  • Naples Money Management bought 20 JPMorgan Chase shares in Q3 2024, an estimated $4.21K.
  • JPMorgan Chase made up 0.25% of Naples Money Management's portfolio in Q3 2024, its #43 holding.
  • Naples Money Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 4 quarters since.
  • Naples Money Management's JPMorgan Chase position peaked at $2.53M in Q4 2023.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Naples Money Management's 13F filing for Q3 2024, filed 12 Nov 2024.