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Retirement Group’s JPMorgan Chase JPM Stock Holding History

Retirement Group’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
Q1 		$31.4K Buy
157
+109
+227% +$19.7K 0.01% 291
2023
Q4 		$8.16K Buy
48
+15
+45% +$2.27K ﹤0.01% 475
2023
Q3 		$4.79K Sell
33
-35
-51% -$5.25K ﹤0.01% 491
2023
Q2 		$9.89K Hold
68
– – ﹤0.01% 411
2023
Q1 		$9K Buy
68
+48
+240% +$6.58K ﹤0.01% 404
2022
Q4 		$3K Sell
20
-80
-80% -$10.1K ﹤0.01% 491
2022
Q3 		$10K Sell
100
-51
-34% -$5.85K 0.01% 249
2022
Q2 		$17K Sell
151
-19
-11% -$2.35K 0.01% 354
2022
Q1 		$23K Buy
170
+19
+13% +$2.81K 0.01% 316
2021
Q4 		$24K Hold
151
– – 0.01% 307
2021
Q3 		$25K Hold
151
– – 0.01% 284
2021
Q2 		$23K Hold
151
– – 0.01% 309
2021
Q1 		$23K Sell
151
-79
-34% -$11.4K 0.01% 362
2020
Q4 		$29K Sell
230
-40
-15% -$4.47K 0.01% 318
2020
Q3 		$26K Sell
270
-30
-10% -$2.95K 0.01% 302
2020
Q2 		$28K Buy
+300
New +$28.5K 0.02% 286
2019
Q4 		$28K Buy
+199
New +$25.5K 0.02% 286

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Retirement Group's JPM Position: Q1 2024 in Review

Retirement Group increased its JPMorgan Chase (JPM) stake by 227% in Q1 2024, buying an estimated $19.7K and bringing the position to 157 shares worth $31.4K. The position accounts for 0.01% of the portfolio, ranked #291.

Retirement Group first reported a position in JPM in Q4 2019 and has held it in 17 quarters since. 4,109 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Retirement Group held 157 shares of JPMorgan Chase worth $31.4K as of Q1 2024.
  • Retirement Group bought 109 JPMorgan Chase shares in Q1 2024, an estimated $19.7K.
  • JPMorgan Chase made up 0.01% of Retirement Group's portfolio in Q1 2024, its #291 holding.
  • Retirement Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 17 quarters since.
  • 4,109 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Retirement Group's 13F filing for Q1 2024, filed 30 Apr 2024.