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Sanctuary Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sanctuary Wealth Management’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 		$19.7K Buy
82
+62
+310% +$14.4K 0.01% 138
2024
Q3 		$4.22K Hold
20
– – ﹤0.01% 206
2024
Q2 		$4.04K Hold
20
– – ﹤0.01% 185
2024
Q1 		$4.01K Hold
20
– – ﹤0.01% 176
2023
Q4 		$3.4K Hold
20
– – ﹤0.01% 188
2023
Q3 		$2.9K Hold
20
– – ﹤0.01% 181
2023
Q2 		$2.91K Buy
+20
New +$2.75K ﹤0.01% 183
2022
Q4 		$2.68K Buy
+20
New +$2.53K ﹤0.01% 177

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sanctuary Wealth Management's JPM Position: Q4 2024 in Review

Sanctuary Wealth Management increased its JPMorgan Chase (JPM) stake by 310% in Q4 2024, buying an estimated $14.4K and bringing the position to 82 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #138.

Sanctuary Wealth Management first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Sanctuary Wealth Management held 82 shares of JPMorgan Chase worth $19.7K as of Q4 2024.
  • Sanctuary Wealth Management bought 62 JPMorgan Chase shares in Q4 2024, an estimated $14.4K.
  • JPMorgan Chase made up 0.01% of Sanctuary Wealth Management's portfolio in Q4 2024, its #138 holding.
  • Sanctuary Wealth Management first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Sanctuary Wealth Management's 13F filing for Q4 2024, filed 12 Feb 2025.