RJA
JPM icon

Raymond James & Associates’s JPMorgan Chase JPM Stock Holding History

Raymond James & Associates’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
2023
Q1 		– Sell
-121,600
Closed -$122K – 3967
2022
Q4 		$122K Buy
121,600
+18,000
+17% +$2.28M ﹤0.01% 3596
2022
Q3 		$31K Buy
103,600
+20,200
+24% +$2.32M ﹤0.01% 3757
2022
Q2 		$22K Buy
83,400
+14,900
+22% +$1.85M ﹤0.01% 3864
2022
Q1 		$20K Sell
68,500
-2,000
-3% -$295K ﹤0.01% 4005
2021
Q4 		$28K Sell
70,500
-22,000
-24% -$3.61M ﹤0.01% 4002
2021
Q3 		$149K Buy
92,500
+19,600
+27% +$3.07M ﹤0.01% 3742
2021
Q2 		$147K Sell
72,900
-11,900
-14% -$1.87M ﹤0.01% 3757
2021
Q1 		$996K Sell
84,800
-95,200
-53% -$13.7M ﹤0.01% 2516
2020
Q4 		$1.33M Buy
180,000
+53,700
+43% +$6M ﹤0.01% 2147
2020
Q3 		$108K Sell
126,300
-10,600
-8% -$1.04M ﹤0.01% 3366
2020
Q2 		$79K Sell
136,900
-1,900
-1% -$180K ﹤0.01% 3326
2020
Q1 		$24K Sell
138,800
-47,500
-25% -$5.77M ﹤0.01% 3384
2019
Q4 		$1.15M Sell
186,300
-9,800
-5% -$1.26M ﹤0.01% 2186
2019
Q3 		$322K Sell
196,100
-12,600
-6% -$1.43M ﹤0.01% 2960
2019
Q2 		$220K Buy
208,700
+32,600
+19% +$3.59M ﹤0.01% 3197
2019
Q1 		$61K Buy
176,100
+6,900
+4% +$711K ﹤0.01% 3459
2018
Q4 		$7K Buy
169,200
+27,100
+19% +$2.89M ﹤0.01% 3479
2018
Q3 		$133K Buy
142,100
+12,700
+10% +$1.44M ﹤0.01% 3394
2018
Q2 		$109K Buy
129,400
+39,500
+44% +$4.33M ﹤0.01% 3382
2018
Q1 		$342K Sell
89,900
-63,500
-41% -$7.19M ﹤0.01% 2807
2017
Q4 		$544K Buy
153,400
+33,900
+28% +$3.43M ﹤0.01% 2487
2017
Q3 		$197K Sell
119,500
-7,100
-6% -$655K ﹤0.01% 3051
2017
Q2 		$267K Buy
126,600
+32,500
+35% +$2.8M ﹤0.01% 2798
2017
Q1 		$252K Sell
94,100
-40,300
-30% -$3.56M ﹤0.01% 2803
2016
Q4 		$1.5M Buy
134,400
+15,000
+13% +$1.14M ﹤0.01% 1682
2016
Q3 		$63K Buy
119,400
+29,700
+33% +$1.94M ﹤0.01% 3065
2016
Q2 		$40K Buy
89,700
+18,300
+26% +$1.14M ﹤0.01% 2890
2016
Q1 		$20K Buy
+71,400
New +$4.17M ﹤0.01% 2858

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

Raymond James & Associates's JPM Position: Q3 2024 in Review

Raymond James & Associates increased its JPMorgan Chase (JPM) stake by 0.51% in Q3 2024, buying an estimated $9.87M and bringing the position to 9,209,202 shares worth $1.94B. The position accounts for 1.18% of the portfolio, ranked #9.

Raymond James & Associates first reported a position in JPM in Q2 2013 and has held it in 46 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Raymond James & Associates held 9,209,202 shares of JPMorgan Chase worth $1.94B as of Q3 2024.
  • Raymond James & Associates bought 46,874 JPMorgan Chase shares in Q3 2024, an estimated $9.87M.
  • JPMorgan Chase made up 1.18% of Raymond James & Associates's portfolio in Q3 2024, its #9 holding.
  • Raymond James & Associates first reported a position in JPMorgan Chase in Q2 2013 and has held it in 46 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Raymond James & Associates's 13F filing for Q3 2024, filed 18 Oct 2024.