Prospect Hill Management’s JPMorgan Chase JPM Stock Holding History

Prospect Hill Management’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	–	Sell	-1,150	Closed	-$233K	–	17
2024 Q2	$233K	Hold	1,150	–	–	0.13%	15
2024 Q1	$230K	Buy	+1,150	New	+$208K	0.15%	15

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Prospect Hill Management's JPM Position: Q3 2024 in Review

Prospect Hill Management sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,150 shares — an estimated $233K sold.

Prospect Hill Management first reported a position in JPM in Q1 2024 and held it in 2 quarters. The position peaked at $233K in Q2 2024. 4,203 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Prospect Hill Management reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Prospect Hill Management sold 1,150 JPMorgan Chase shares in Q3 2024, an estimated $233K.
Prospect Hill Management first reported a position in JPMorgan Chase in Q1 2024 and held it in 2 quarters.
Prospect Hill Management's JPMorgan Chase position peaked at $233K in Q2 2024.
4,203 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Prospect Hill Management's 13F filing for Q3 2024, filed 5 Nov 2024.