Raymond James Trust Company of New Hampshire’s JPMorgan Chase JPM Stock Holding History

Raymond James Trust Company of New Hampshire’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	$343K	Sell	1,627 -110	-6%	-$23.2K	2.83%	11
2024 Q2	$351K	Sell	1,737 -9	-0.5%	-$1.76K	3.27%	9
2024 Q1	$350K	Sell	1,746 -97	-5%	-$17.5K	3.48%	8
2023 Q4	$313K	Sell	1,843 -49	-3%	-$7.43K	3.51%	8
2023 Q3	$274K	Sell	1,892 -48	-2%	-$7.2K	3.59%	9
2023 Q2	$282K	Sell	1,940 -164	-8%	-$22.6K	3.22%	10
2023 Q1	$274K	Sell	2,104 -174	-8%	-$23.8K	3.08%	10
2022 Q4	$305K	Buy	2,278 +2	+0.1%	+$253	2.74%	10
2022 Q3	$238K	Buy	2,276 +188	+9%	+$21.6K	2.09%	17
2022 Q2	$235K	Sell	2,088 -8	-0.4%	-$991	1.94%	18
2022 Q1	$286K	Buy	+2,096	New	+$309K	1.88%	18

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 $1.88T AUM 44.46% 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 $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Raymond James Trust Company of New Hampshire's JPM Position: Q3 2024 in Review

Raymond James Trust Company of New Hampshire reduced its JPMorgan Chase (JPM) stake by 6.3% in Q3 2024, selling an estimated $23.2K and leaving 1,627 shares worth $343K. The position accounts for 2.83% of the portfolio, ranked #11.

Raymond James Trust Company of New Hampshire first reported a position in JPM in Q1 2022 and has held it in 11 quarters since. The position peaked at $351K in Q2 2024. 4,205 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Raymond James Trust Company of New Hampshire held 1,627 shares of JPMorgan Chase worth $343K as of Q3 2024.
Raymond James Trust Company of New Hampshire sold 110 JPMorgan Chase shares in Q3 2024, an estimated $23.2K.
JPMorgan Chase made up 2.83% of Raymond James Trust Company of New Hampshire's portfolio in Q3 2024, its #11 holding.
Raymond James Trust Company of New Hampshire first reported a position in JPMorgan Chase in Q1 2022 and has held it in 11 quarters since.
Raymond James Trust Company of New Hampshire's JPMorgan Chase position peaked at $351K in Q2 2024.
4,205 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Raymond James Trust Company of New Hampshire's 13F filing for Q3 2024, filed 12 Nov 2024.