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Northwest Investment Counselors’s JPMorgan Chase JPM Stock Holding History

Northwest Investment Counselors’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 		$742K Sell
3,517
-169
-5% -$35.6K 0.17% 98
2024
Q2 		$746K Buy
3,686
+374
+11% +$73.1K 0.19% 96
2024
Q1 		$663K Buy
3,312
+25
+0.8% +$4.51K 0.16% 100
2023
Q4 		$559K Buy
3,287
+101
+3% +$15.3K 0.15% 104
2023
Q3 		$462K Buy
3,186
+112
+4% +$16.8K 0.13% 109
2023
Q2 		$447K Sell
3,074
-350
-10% -$48.1K 0.12% 114
2023
Q1 		$446K Buy
3,424
+23
+0.7% +$3.15K 0.12% 118
2022
Q4 		$456K Sell
3,401
-177
-5% -$22.4K 0.13% 115
2022
Q3 		$374K Sell
3,578
-44
-1% -$5.05K 0.12% 122
2022
Q2 		$408K Buy
3,622
+2
+0.1% +$248 0.13% 116
2022
Q1 		$494K Sell
3,620
-331
-8% -$48.9K 0.13% 113
2021
Q4 		$626K Buy
3,951
+86
+2% +$14.1K 0.15% 107
2021
Q3 		$633K Buy
3,865
+344
+10% +$53.9K 0.18% 104
2021
Q2 		$548K Sell
3,521
-89
-2% -$14K 0.15% 106
2021
Q1 		$550K Buy
3,610
+2
+0.1% +$288 0.16% 104
2020
Q4 		$458K Buy
3,608
+178
+5% +$19.9K 0.14% 107
2020
Q3 		$330K Sell
3,430
-95
-3% -$9.33K 0.11% 114
2020
Q2 		$332K Buy
3,525
+2
+0.1% +$190 0.13% 113
2020
Q1 		$317K Buy
3,523
+254
+8% +$30.9K 0.14% 116
2019
Q4 		$456K Sell
3,269
-202
-6% -$25.9K 0.16% 116
2019
Q3 		$409K Hold
3,471
– – 0.15% 120
2019
Q2 		$388K Hold
3,471
– – 0.14% 120
2019
Q1 		$351K Hold
3,471
– – 0.14% 121
2018
Q4 		$339K Buy
3,471
+506
+17% +$53.9K 0.15% 123
2018
Q3 		$335K Hold
2,965
– – 0.13% 124
2018
Q2 		$309K Buy
2,965
+1,141
+63% +$125K 0.12% 129
2018
Q1 		$201K Sell
1,824
-98
-5% -$11.1K 0.08% 137
2017
Q4 		$206K Sell
1,922
-57
-3% -$5.77K 0.08% 140
2017
Q3 		$189K Buy
1,979
+176
+10% +$16.2K 0.08% 123
2017
Q2 		$165K Buy
+1,803
New +$156K 0.07% 122

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Northwest Investment Counselors's JPM Position: Q3 2024 in Review

Northwest Investment Counselors reduced its JPMorgan Chase (JPM) stake by 4.6% in Q3 2024, selling an estimated $35.6K and leaving 3,517 shares worth $742K. The position accounts for 0.17% of the portfolio, ranked #98.

Northwest Investment Counselors first reported a position in JPM in Q2 2017 and has held it in 30 quarters since. The position peaked at $746K in Q2 2024. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Northwest Investment Counselors held 3,517 shares of JPMorgan Chase worth $742K as of Q3 2024.
  • Northwest Investment Counselors sold 169 JPMorgan Chase shares in Q3 2024, an estimated $35.6K.
  • JPMorgan Chase made up 0.17% of Northwest Investment Counselors's portfolio in Q3 2024, its #98 holding.
  • Northwest Investment Counselors first reported a position in JPMorgan Chase in Q2 2017 and has held it in 30 quarters since.
  • Northwest Investment Counselors's JPMorgan Chase position peaked at $746K in Q2 2024.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Northwest Investment Counselors's 13F filing for Q3 2024, filed 21 Oct 2024.