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Private Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Private Wealth Strategies’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
Q2 		$957K Buy
4,731
+286
+6% +$55.9K 0.19% 29
2024
Q1 		$890K Sell
4,445
-256
-5% -$46.2K 0.19% 25
2023
Q4 		$800K Buy
4,701
+76
+2% +$11.5K 0.18% 29
2023
Q3 		$671K Sell
4,625
-75
-2% -$11.2K 0.17% 29
2023
Q2 		$684K Buy
4,700
+68
+1% +$9.35K 0.16% 33
2023
Q1 		$603K Buy
4,632
+158
+4% +$21.6K 0.15% 37
2022
Q4 		$600K Buy
4,474
+230
+5% +$29.1K 0.16% 34
2022
Q3 		$444K Buy
4,244
+201
+5% +$23.1K 0.13% 46
2022
Q2 		$455K Sell
4,043
-2
-0% -$248 0.13% 52
2022
Q1 		$551K Buy
4,045
+4
+0.1% +$590 0.14% 49
2021
Q4 		$640K Hold
4,041
– – 0.15% 46
2021
Q3 		$661K Buy
4,041
+141
+4% +$22.1K 0.17% 41
2021
Q2 		$607K Buy
3,900
+650
+20% +$102K 0.16% 44
2021
Q1 		$495K Hold
3,250
– – 0.14% 52
2020
Q4 		$413K Hold
3,250
– – 0.13% 55
2020
Q3 		$313K Hold
3,250
– – 0.11% 60
2020
Q2 		$306K Buy
+3,250
New +$308K 0.14% 51
2020
Q1 		– Sell
-1,806
Closed -$252K – 76
2019
Q4 		$252K Buy
+1,806
New +$232K 0.1% 66

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Private Wealth Strategies's JPM Position: Q2 2024 in Review

Private Wealth Strategies increased its JPMorgan Chase (JPM) stake by 6.4% in Q2 2024, buying an estimated $55.9K and bringing the position to 4,731 shares worth $957K. The position accounts for 0.19% of the portfolio, ranked #29.

Private Wealth Strategies first reported a position in JPM in Q4 2019 and has held it in 18 quarters since. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Private Wealth Strategies held 4,731 shares of JPMorgan Chase worth $957K as of Q2 2024.
  • Private Wealth Strategies bought 286 JPMorgan Chase shares in Q2 2024, an estimated $55.9K.
  • JPMorgan Chase made up 0.19% of Private Wealth Strategies's portfolio in Q2 2024, its #29 holding.
  • Private Wealth Strategies first reported a position in JPMorgan Chase in Q4 2019 and has held it in 18 quarters since.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Private Wealth Strategies's 13F filing for Q2 2024, filed 1 Aug 2024.