Peninsula Wealth’s JPMorgan Chase JPM Stock Holding History

Peninsula Wealth’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	$715K	Buy	2,983 +172	+6%	+$40.1K	0.12%	59
2024 Q3	$629K	Buy	2,811 +132	+5%	+$27.8K	0.11%	64
2024 Q2	$549K	Buy	2,679 +26	+1%	+$5.08K	0.1%	64
2024 Q1	$531K	Sell	2,653 -3	-0.1%	-$541	0.11%	63
2023 Q4	$452K	Buy	2,656 +39	+1%	+$5.91K	0.09%	61
2023 Q3	$369K	Buy	2,617 +358	+16%	+$53.7K	0.09%	56
2023 Q2	$329K	Buy	2,259 +337	+18%	+$46.4K	0.09%	60
2023 Q1	$250K	Buy	1,922 +130	+7%	+$17.8K	0.07%	68
2022 Q4	$240K	Buy	+1,792	New	+$227K	0.08%	64
2022 Q3	–	Sell	-1,827	Closed	-$206K	–	71
2022 Q2	$206K	Buy	+1,827	New	+$226K	0.07%	65
2022 Q1	–	Sell	-1,682	Closed	-$266K	–	70
2021 Q4	$266K	Buy	+1,682	New	+$276K	0.07%	60

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

Peninsula Wealth's JPM Position: Q4 2024 in Review

Peninsula Wealth increased its JPMorgan Chase (JPM) stake by 6.1% in Q4 2024, buying an estimated $40.1K and bringing the position to 2,983 shares worth $715K. The position accounts for 0.12% of the portfolio, ranked #59.

Peninsula Wealth first reported a position in JPM in Q4 2021 and has held it in 11 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Peninsula Wealth held 2,983 shares of JPMorgan Chase worth $715K as of Q4 2024.
Peninsula Wealth bought 172 JPMorgan Chase shares in Q4 2024, an estimated $40.1K.
JPMorgan Chase made up 0.12% of Peninsula Wealth's portfolio in Q4 2024, its #59 holding.
Peninsula Wealth first reported a position in JPMorgan Chase in Q4 2021 and has held it in 11 quarters since.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Peninsula Wealth's 13F filing for Q4 2024, filed 13 Feb 2025.