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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
2024
Q3 		$175K Hold
1,000
– – ﹤0.01% 3682
2024
Q2 		$175K Hold
1,000
– – ﹤0.01% 3642
2024
Q1 		$175K Buy
1,000
+400
+67% +$72.2K ﹤0.01% 3648
2023
Q4 		$93K Buy
+600
New +$90.9K ﹤0.01% 3650
2022
Q2 		– Sell
-25,500
Closed -$134K – 4125
2022
Q1 		$134K Buy
+25,500
New +$3.76M ﹤0.01% 3767

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.