Raymond James Financial Services Advisors’s JPMorgan Chase JPM Stock Holding History

Raymond James Financial Services Advisors’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
2020 Q1	–	Sell	-12,100	Closed	-$115K	–	2653
2019 Q4	$115K	Sell	12,100 -100	-0.8%	-$12.8K	﹤0.01%	2686
2019 Q3	$17K	Sell	12,200 -500	-4%	-$56.6K	﹤0.01%	2755
2019 Q2	$13K	Buy	+12,700	New	+$1.4M	﹤0.01%	2804
2019 Q1	–	Sell	-10,100	Closed	-$1K	–	2844
2018 Q4	$1K	Buy	+10,100	New	+$1.08M	﹤0.01%	2563
2017 Q4	–	Sell	-27,000	Closed	-$42K	–	2619
2017 Q3	$42K	Buy	27,000 +3,500	+15%	+$323K	﹤0.01%	2466
2017 Q2	$38K	Buy	23,500 +9,600	+69%	+$828K	﹤0.01%	2432
2017 Q1	$3K	Buy	+13,900	New	+$1.23M	﹤0.01%	2422
2016 Q3	–	Sell	-23,400	Closed	-$1K	–	2351
2016 Q2	$1K	Buy	23,400 +1,500	+7%	+$93.7K	﹤0.01%	2284
2016 Q1	$3K	Buy	+21,900	New	+$1.28M	﹤0.01%	2074

Other funds holding JPM

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

Raymond James Financial Services Advisors's JPM Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its JPMorgan Chase (JPM) stake by 4.2% in Q3 2024, selling an estimated $37.8M and leaving 4,126,602 shares worth $870M. The position accounts for 1.16% of the portfolio, ranked #9.

Raymond James Financial Services Advisors first reported a position in JPM in Q2 2013 and has held it in 45 quarters since. The position peaked at $871M in Q2 2024. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Raymond James Financial Services Advisors held 4,126,602 shares of JPMorgan Chase worth $870M as of Q3 2024.
Raymond James Financial Services Advisors sold 179,498 JPMorgan Chase shares in Q3 2024, an estimated $37.8M.
JPMorgan Chase made up 1.16% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #9 holding.
Raymond James Financial Services Advisors first reported a position in JPMorgan Chase in Q2 2013 and has held it in 45 quarters since.
Raymond James Financial Services Advisors's JPMorgan Chase position peaked at $871M in Q2 2024.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.