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One Wealth Management Investment & Advisory Services’s JPMorgan Chase JPM Stock Holding History

One Wealth Management Investment & Advisory Services’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 		– Sell
-1,811
Closed -$366K – 92
2024
Q2 		$366K Sell
1,811
-7
-0.4% -$1.37K 0.15% 74
2024
Q1 		$364K Buy
1,818
+43
+2% +$7.76K 0.15% 80
2023
Q4 		$302K Buy
+1,775
New +$269K 0.13% 93

Other funds holding JPM

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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 $1.66T 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

One Wealth Management Investment & Advisory Services's JPM Position: Q3 2024 in Review

One Wealth Management Investment & Advisory Services sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,811 shares — an estimated $366K sold.

One Wealth Management Investment & Advisory Services first reported a position in JPM in Q4 2023 and held it in 3 quarters. The position peaked at $366K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • One Wealth Management Investment & Advisory Services reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
  • One Wealth Management Investment & Advisory Services sold 1,811 JPMorgan Chase shares in Q3 2024, an estimated $366K.
  • One Wealth Management Investment & Advisory Services first reported a position in JPMorgan Chase in Q4 2023 and held it in 3 quarters.
  • One Wealth Management Investment & Advisory Services's JPMorgan Chase position peaked at $366K in Q2 2024.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on One Wealth Management Investment & Advisory Services's 13F filing for Q3 2024, filed 6 Nov 2024.