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Norwood Financial’s JPMorgan Chase JPM Stock Holding History

Norwood Financial’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 		$442K Buy
2,207
+159
+8% +$28.7K 0.64% 38
2023
Q4 		$348K Sell
2,048
-25
-1% -$3.79K 0.53% 42
2023
Q3 		$301K Buy
2,073
+15
+0.7% +$2.25K 0.49% 45
2023
Q2 		$299K Hold
2,058
– – 0.45% 50
2023
Q1 		$268K Hold
2,058
– – 0.43% 60
2022
Q4 		$276K Hold
2,058
– – 0.43% 58
2022
Q3 		$215K Buy
2,058
+208
+11% +$23.9K 0.38% 65
2022
Q2 		$209K Hold
1,850
– – 0.36% 66
2022
Q1 		$252K Buy
1,850
+100
+6% +$14.8K 0.37% 65
2021
Q4 		$277K Buy
+1,750
New +$287K 0.38% 64

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Norwood Financial's JPM Position: Q1 2024 in Review

Norwood Financial increased its JPMorgan Chase (JPM) stake by 7.8% in Q1 2024, buying an estimated $28.7K and bringing the position to 2,207 shares worth $442K. The position accounts for 0.64% of the portfolio, ranked #38.

Norwood Financial first reported a position in JPM in Q4 2021 and has held it in 10 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Norwood Financial held 2,207 shares of JPMorgan Chase worth $442K as of Q1 2024.
  • Norwood Financial bought 159 JPMorgan Chase shares in Q1 2024, an estimated $28.7K.
  • JPMorgan Chase made up 0.64% of Norwood Financial's portfolio in Q1 2024, its #38 holding.
  • Norwood Financial first reported a position in JPMorgan Chase in Q4 2021 and has held it in 10 quarters since.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Norwood Financial's 13F filing for Q1 2024, filed 16 Apr 2024.