Northwest Bank & Trust’s JPMorgan Chase JPM Stock Holding History

Northwest Bank & Trust’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	$3.75M	Sell	15,018 -38	-0.3%	-$8.85K	2.77%	7
2024 Q3	$3.17M	Buy	15,056 +2	+0%	+$421	2.41%	8
2024 Q2	$3.04M	Sell	15,054 -283	-2%	-$55.3K	2.54%	7
2024 Q1	$2.94M	Sell	15,337 -293	-2%	-$52.9K	2.7%	7
2023 Q4	$2.66M	Buy	+15,630	New	+$2.37M	2.4%	7
2023 Q2	$2.36M	Buy	+16,258	New	+$2.24M	2.27%	7

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Northwest Bank & Trust's JPM Position: Q4 2024 in Review

Northwest Bank & Trust reduced its JPMorgan Chase (JPM) stake by 0.25% in Q4 2024, selling an estimated $8.85K and leaving 15,018 shares worth $3.75M. The position accounts for 2.77% of the portfolio, ranked #7.

Northwest Bank & Trust first reported a position in JPM in Q2 2023 and has held it in 6 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Northwest Bank & Trust held 15,018 shares of JPMorgan Chase worth $3.75M as of Q4 2024.
Northwest Bank & Trust sold 38 JPMorgan Chase shares in Q4 2024, an estimated $8.85K.
JPMorgan Chase made up 2.77% of Northwest Bank & Trust's portfolio in Q4 2024, its #7 holding.
Northwest Bank & Trust first reported a position in JPMorgan Chase in Q2 2023 and has held it in 6 quarters since.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Northwest Bank & Trust's 13F filing for Q4 2024, filed 18 Feb 2025.