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Ratio Wealth Group’s JPMorgan Chase JPM Stock Holding History

Ratio Wealth 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
Q1 		$205K Buy
+1,025
New +$185K 0.04% 77

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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Ratio Wealth Group's JPM Position: Q1 2024 in Review

Ratio Wealth Group opened a new position in JPMorgan Chase (JPM) in Q1 2024: 1,025 shares worth $205K. The stake represents 0.04% of the portfolio and ranks #77 among its holdings.

4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Ratio Wealth Group held 1,025 shares of JPMorgan Chase worth $205K as of Q1 2024.
  • JPMorgan Chase was a new Ratio Wealth Group position in Q1 2024.
  • JPMorgan Chase made up 0.04% of Ratio Wealth Group's portfolio in Q1 2024, its #77 holding.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Ratio Wealth Group's 13F filing for Q1 2024, filed 13 May 2024.