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Peterson Financial Group’s JPMorgan Chase JPM Stock Holding History

Peterson Financial Group’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 		$45.4K Buy
+215
New +$45.3K 0.17% 97

Other funds holding JPM

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

Peterson Financial Group's JPM Position: Q3 2024 in Review

Peterson Financial Group opened a new position in JPMorgan Chase (JPM) in Q3 2024: 215 shares worth $45.4K. The stake represents 0.17% of the portfolio and ranks #97 among its holdings.

4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Peterson Financial Group held 215 shares of JPMorgan Chase worth $45.4K as of Q3 2024.
  • JPMorgan Chase was a new Peterson Financial Group position in Q3 2024.
  • JPMorgan Chase made up 0.17% of Peterson Financial Group's portfolio in Q3 2024, its #97 holding.
  • 4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Peterson Financial Group's 13F filing for Q3 2024, filed 6 Nov 2024.