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Solano Wealth Management’s JPMorgan Chase JPM Stock Holding History

Solano 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
Q2 		$374K Sell
1,850
-516
-22% -$101K 0.21% 27
2024
Q1 		$474K Buy
2,366
+3
+0.1% +$541 0.27% 24
2023
Q4 		$402K Buy
+2,363
New +$358K 0.24% 22

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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Solano Wealth Management's JPM Position: Q2 2024 in Review

Solano Wealth Management reduced its JPMorgan Chase (JPM) stake by 22% in Q2 2024, selling an estimated $101K and leaving 1,850 shares worth $374K. The position accounts for 0.21% of the portfolio, ranked #27.

Solano Wealth Management first reported a position in JPM in Q4 2023 and has held it in 3 quarters since. The position peaked at $474K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Solano Wealth Management held 1,850 shares of JPMorgan Chase worth $374K as of Q2 2024.
  • Solano Wealth Management sold 516 JPMorgan Chase shares in Q2 2024, an estimated $101K.
  • JPMorgan Chase made up 0.21% of Solano Wealth Management's portfolio in Q2 2024, its #27 holding.
  • Solano Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 3 quarters since.
  • Solano Wealth Management's JPMorgan Chase position peaked at $474K in Q1 2024.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Solano Wealth Management's 13F filing for Q2 2024, filed 30 Jul 2024.