RE Dickinson Investment Advisors’s JPMorgan Chase JPM Stock Holding History

RE Dickinson Investment 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
2024 Q4	$289K	Hold	1,205	–	–	0.16%	39
2024 Q3	$254K	Hold	1,205	–	–	0.14%	42
2024 Q2	$244K	Buy	1,205 +90	+8%	+$17.6K	0.15%	45
2024 Q1	$223K	Hold	1,115	–	–	0.14%	44
2023 Q4	$190K	Hold	1,115	–	–	0.13%	43
2023 Q3	$162K	Buy	1,115 +160	+17%	+$24K	0.11%	46
2023 Q2	$139K	Hold	955	–	–	0.05%	101
2023 Q1	$124K	Hold	955	–	–	0.04%	111
2022 Q4	$128K	Hold	955	–	–	0.05%	97
2022 Q3	$100K	Buy	955 +342	+56%	+$39.2K	0.08%	53
2022 Q2	$69K	Hold	613	–	–	0.01%	68
2022 Q1	$84K	Hold	613	–	–	0.06%	66
2021 Q4	$97K	Buy	+613	New	+$101K	0.07%	55

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 $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

RE Dickinson Investment Advisors's JPM Position: Q4 2024 in Review

RE Dickinson Investment Advisors held its JPMorgan Chase (JPM) position steady in Q4 2024 at 1,205 shares worth $289K. The position accounts for 0.16% of the portfolio, ranked #39.

RE Dickinson Investment Advisors first reported a position in JPM in Q4 2021 and has held it in 13 quarters since. 4,672 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

RE Dickinson Investment Advisors held 1,205 shares of JPMorgan Chase worth $289K as of Q4 2024.
RE Dickinson Investment Advisors left its JPMorgan Chase share count unchanged in Q4 2024.
JPMorgan Chase made up 0.16% of RE Dickinson Investment Advisors's portfolio in Q4 2024, its #39 holding.
RE Dickinson Investment Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 13 quarters since.
4,672 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on RE Dickinson Investment Advisors's 13F filing for Q4 2024, filed 13 Feb 2025.