Olympiad Research’s JPMorgan Chase JPM Stock Holding History

Olympiad Research’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	–	Sell	-1,168	Closed	-$246K	–	327
2024 Q3	$246K	Buy	1,168 +99	+9%	+$20.9K	0.16%	233
2024 Q2	$216K	Buy	1,069 +12	+1%	+$2.35K	0.16%	265
2024 Q1	$212K	Buy	+1,057	New	+$191K	0.14%	295
2022 Q3	$978K	Sell	9,355 -529	-5%	-$60.7K	0.53%	55
2022 Q2	$1.11M	Buy	9,884 +967	+11%	+$120K	0.5%	67
2022 Q1	$1.22M	Sell	8,917 -3	-0%	-$443	0.37%	80
2021 Q4	$1.41M	Buy	8,920 +3,028	+51%	+$497K	0.51%	63
2021 Q3	$964K	Buy	5,892 +635	+12%	+$99.6K	0.3%	108
2021 Q2	$818K	Sell	5,257 -478	-8%	-$75.1K	0.28%	105
2021 Q1	$873K	Sell	5,735 -249	-4%	-$35.8K	0.37%	76
2020 Q4	$760K	Buy	5,984 +2,962	+98%	+$331K	0.44%	42
2020 Q3	$291K	Buy	+3,022	New	+$297K	0.15%	170
2020 Q2	–	Sell	-2,726	Closed	-$245K	–	349
2020 Q1	$245K	Buy	+2,726	New	+$331K	0.25%	151

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Olympiad Research's JPM Position: Q4 2024 in Review

Olympiad Research sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 1,168 shares — an estimated $246K sold.

Olympiad Research first reported a position in JPM in Q1 2020 and held it in 13 quarters. The position peaked at $1.41M in Q4 2021. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Olympiad Research reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Olympiad Research sold 1,168 JPMorgan Chase shares in Q4 2024, an estimated $246K.
Olympiad Research first reported a position in JPMorgan Chase in Q1 2020 and held it in 13 quarters.
Olympiad Research's JPMorgan Chase position peaked at $1.41M in Q4 2021.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Olympiad Research's 13F filing for Q4 2024, filed 3 Feb 2025.