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Private Portfolio Partners’s JPMorgan Chase JPM Stock Holding History

Private Portfolio Partners’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 		$2.09M Buy
8,723
+212
+2% +$49.4K 0.38% 49
2024
Q3 		$1.79M Buy
8,511
+143
+2% +$30.1K 0.34% 55
2024
Q2 		$1.69M Sell
8,368
-165
-2% -$32.3K 1.38% 19
2024
Q1 		$1.71M Sell
8,533
-274
-3% -$49.4K 0.36% 52
2023
Q4 		$1.5M Sell
8,807
-77
-0.9% -$11.7K 0.34% 55
2023
Q3 		$1.29M Buy
8,884
+107
+1% +$16K 0.33% 62
2023
Q2 		$1.28M Sell
8,777
-154
-2% -$21.2K 0.33% 63
2023
Q1 		$1.16M Sell
8,931
-582
-6% -$79.7K 0.32% 65
2022
Q4 		$1.28M Sell
9,513
-1,884
-17% -$239K 0.34% 65
2022
Q3 		$1.19M Sell
11,397
-2,272
-17% -$261K 0.34% 68
2022
Q2 		$1.54M Buy
13,669
+990
+8% +$123K 0.43% 52
2022
Q1 		$1.73M Buy
12,679
+1,033
+9% +$152K 0.43% 51
2021
Q4 		$1.84M Sell
11,646
-552
-5% -$90.7K 0.47% 48
2021
Q3 		$2M Buy
12,198
+38
+0.3% +$5.96K 0.57% 41
2021
Q2 		$1.89M Sell
12,160
-600
-5% -$94.2K 0.55% 42
2021
Q1 		$1.94M Buy
12,760
+2,893
+29% +$416K 0.63% 39
2020
Q4 		$1.25M Sell
9,867
-340
-3% -$38K 0.44% 55
2020
Q3 		$983K Buy
10,207
+391
+4% +$38.4K 0.4% 60
2020
Q2 		$923K Sell
9,816
-6,217
-39% -$590K 0.43% 58
2020
Q1 		$1.44M Sell
16,033
-21
-0.1% -$2.55K 0.77% 32
2019
Q4 		$2.24M Sell
16,054
-251
-2% -$32.2K 0.97% 25
2019
Q3 		$1.92M Sell
16,305
-1,413
-8% -$160K 0.9% 27
2019
Q2 		$1.98M Buy
17,718
+7,368
+71% +$812K 0.85% 24
2019
Q1 		$1.05M Buy
10,350
+455
+5% +$46.9K 0.55% 54
2018
Q4 		$966K Buy
+9,895
New +$1.05M 0.6% 52

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

Private Portfolio Partners's JPM Position: Q4 2024 in Review

Private Portfolio Partners increased its JPMorgan Chase (JPM) stake by 2.5% in Q4 2024, buying an estimated $49.4K and bringing the position to 8,723 shares worth $2.09M. The position accounts for 0.38% of the portfolio, ranked #49.

Private Portfolio Partners first reported a position in JPM in Q4 2018 and has held it in 25 quarters since. The position peaked at $2.24M in Q4 2019. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Private Portfolio Partners held 8,723 shares of JPMorgan Chase worth $2.09M as of Q4 2024.
  • Private Portfolio Partners bought 212 JPMorgan Chase shares in Q4 2024, an estimated $49.4K.
  • JPMorgan Chase made up 0.38% of Private Portfolio Partners's portfolio in Q4 2024, its #49 holding.
  • Private Portfolio Partners first reported a position in JPMorgan Chase in Q4 2018 and has held it in 25 quarters since.
  • Private Portfolio Partners's JPMorgan Chase position peaked at $2.24M in Q4 2019.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.