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Platte River Wealth Advisors’s JPMorgan Chase JPM Stock Holding History

Platte River Wealth Advisors’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 		$4.68M Buy
22,192
+889
+4% +$187K 1.26% 21
2024
Q2 		$4.31M Sell
21,303
-619
-3% -$121K 1.21% 24
2024
Q1 		$4.39M Buy
21,922
+665
+3% +$120K 1.25% 25
2023
Q4 		$3.62M Buy
21,257
+1,252
+6% +$190K 1.2% 21
2023
Q3 		$2.9M Buy
20,005
+59
+0.3% +$8.84K 1.06% 26
2023
Q2 		$2.9M Sell
19,946
-571
-3% -$78.5K 1.02% 27
2023
Q1 		$2.67M Buy
20,517
+300
+1% +$41.1K 1.03% 29
2022
Q4 		$2.71M Sell
20,217
-1,277
-6% -$162K 1.15% 22
2022
Q3 		$2.25M Buy
21,494
+1,732
+9% +$199K 1% 26
2022
Q2 		$2.23M Buy
19,762
+5,801
+42% +$719K 0.96% 27
2022
Q1 		$1.9M Sell
13,961
-8,993
-39% -$1.33M 0.69% 30
2021
Q4 		$3.85M Buy
22,954
+284
+1% +$46.6K 1.32% 21
2021
Q3 		$3.71M Buy
22,670
+14,867
+191% +$2.33M 1.37% 22
2021
Q2 		$1.21M Buy
7,803
+182
+2% +$28.6K 0.46% 41
2021
Q1 		$1.18M Buy
7,621
+50
+0.7% +$7.19K 0.49% 41
2020
Q4 		$1.02M Sell
7,571
-1,613
-18% -$180K 0.44% 44
2020
Q3 		$884K Sell
9,184
-12,525
-58% -$1.23M 0.46% 49
2020
Q2 		$2.06M Buy
+21,709
New +$2.06M 1.14% 24
2019
Q4 		$2.21M Buy
+16,677
New +$2.14M 1.16% 24

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
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

Platte River Wealth Advisors's JPM Position: Q3 2024 in Review

Platte River Wealth Advisors increased its JPMorgan Chase (JPM) stake by 4.2% in Q3 2024, buying an estimated $187K and bringing the position to 22,192 shares worth $4.68M. The position accounts for 1.26% of the portfolio, ranked #21.

Platte River Wealth Advisors first reported a position in JPM in Q4 2019 and has held it in 19 quarters since. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Platte River Wealth Advisors held 22,192 shares of JPMorgan Chase worth $4.68M as of Q3 2024.
  • Platte River Wealth Advisors bought 889 JPMorgan Chase shares in Q3 2024, an estimated $187K.
  • JPMorgan Chase made up 1.26% of Platte River Wealth Advisors's portfolio in Q3 2024, its #21 holding.
  • Platte River Wealth Advisors first reported a position in JPMorgan Chase in Q4 2019 and has held it in 19 quarters since.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Platte River Wealth Advisors's 13F filing for Q3 2024, filed 7 Oct 2024.