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Partnership Wealth Management’s JPMorgan Chase JPM Stock Holding History

Partnership Wealth Management’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
-207
Closed -$43.6K – 127
2024
Q3 		$43.6K Hold
207
– – 0.03% 127
2024
Q2 		$41.9K Hold
207
– – 0.03% 153
2024
Q1 		$41.5K Hold
207
– – 0.03% 155
2023
Q4 		$36.1K Buy
+207
New +$31.4K 0.03% 157

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Partnership Wealth Management's JPM Position: Q4 2024 in Review

Partnership Wealth Management sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 207 shares — an estimated $43.6K sold.

Partnership Wealth Management first reported a position in JPM in Q4 2023 and held it in 4 quarters. The position peaked at $43.6K in Q3 2024. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Partnership Wealth Management reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Partnership Wealth Management sold 207 JPMorgan Chase shares in Q4 2024, an estimated $43.6K.
  • Partnership Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 4 quarters.
  • Partnership Wealth Management's JPMorgan Chase position peaked at $43.6K in Q3 2024.
  • 4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Partnership Wealth Management's 13F filing for Q4 2024, filed 8 Jan 2025.