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New Potomac Partners’s JPMorgan Chase JPM Stock Holding History

New Potomac Partners’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 		$3.37M Sell
15,978
-270
-2% -$56.9K 1.73% 21
2024
Q2 		$3.29M Sell
16,248
-1,127
-6% -$220K 1.8% 19
2024
Q1 		$3.48M Sell
17,375
-1,673
-9% -$302K 1.93% 16
2023
Q4 		$3.24M Buy
19,048
+1,556
+9% +$236K 1.93% 17
2023
Q3 		$2.54M Sell
17,492
-104
-0.6% -$15.6K 1.75% 19
2023
Q2 		$2.56M Sell
17,596
-1,293
-7% -$178K 1.69% 22
2023
Q1 		$2.46M Sell
18,889
-259
-1% -$35.5K 1.71% 22
2022
Q4 		$2.57M Buy
19,148
+140
+0.7% +$17.7K 1.9% 19
2022
Q3 		$1.99M Sell
19,008
-50
-0.3% -$5.74K 1.68% 28
2022
Q2 		$2.15M Sell
19,058
-725
-4% -$89.8K 1.72% 26
2022
Q1 		$2.7M Sell
19,783
-502
-2% -$74.1K 1.9% 22
2021
Q4 		$3.21M Sell
20,285
-1,015
-5% -$167K 2.08% 19
2021
Q3 		$3.49M Sell
21,300
-150
-0.7% -$23.5K 2.41% 14
2021
Q2 		$3.34M Buy
21,450
+95
+0.4% +$14.9K 2.27% 18
2021
Q1 		$3.25M Sell
21,355
-10,610
-33% -$1.53M 2.39% 14
2020
Q4 		$4.06M Buy
31,965
+640
+2% +$71.5K 2.94% 8
2020
Q3 		$3.02M Buy
31,325
+9,880
+46% +$970K 2.4% 10
2020
Q2 		$2.02M Buy
21,445
+265
+1% +$25.1K 1.8% 23
2020
Q1 		$1.91M Sell
21,180
-82
-0.4% -$9.96K 2.08% 19
2019
Q4 		$2.96M Sell
21,262
-575
-3% -$73.7K 2.76% 6
2019
Q3 		$2.57M Sell
21,837
-40
-0.2% -$4.52K 2.57% 7
2019
Q2 		$2.45M Sell
21,877
-780
-3% -$86K 2.48% 7
2019
Q1 		$2.29M Sell
22,657
-445
-2% -$45.8K 2.32% 9
2018
Q4 		$2.25M Buy
23,102
+105
+0.5% +$11.2K 2.42% 7
2018
Q3 		$2.6M Sell
22,997
-1,930
-8% -$219K 2.4% 8
2018
Q2 		$2.6M Buy
24,927
+275
+1% +$30.2K 2.51% 7
2018
Q1 		$2.71M Sell
24,652
-1,305
-5% -$148K 2.66% 6
2017
Q4 		$2.78M Buy
+25,957
New +$2.63M 2.65% 6

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 $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

New Potomac Partners's JPM Position: Q3 2024 in Review

New Potomac Partners reduced its JPMorgan Chase (JPM) stake by 1.7% in Q3 2024, selling an estimated $56.9K and leaving 15,978 shares worth $3.37M. The position accounts for 1.73% of the portfolio, ranked #21.

New Potomac Partners first reported a position in JPM in Q4 2017 and has held it in 28 quarters since. The position peaked at $4.06M in Q4 2020. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • New Potomac Partners held 15,978 shares of JPMorgan Chase worth $3.37M as of Q3 2024.
  • New Potomac Partners sold 270 JPMorgan Chase shares in Q3 2024, an estimated $56.9K.
  • JPMorgan Chase made up 1.73% of New Potomac Partners's portfolio in Q3 2024, its #21 holding.
  • New Potomac Partners first reported a position in JPMorgan Chase in Q4 2017 and has held it in 28 quarters since.
  • New Potomac Partners's JPMorgan Chase position peaked at $4.06M in Q4 2020.
  • 4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on New Potomac Partners's 13F filing for Q3 2024, filed 8 Nov 2024.