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Source Financial Advisors’s JPMorgan Chase JPM Stock Holding History

Source Financial 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
Q3 		$3.63M Buy
17,213
+2
+0% +$421 1.07% 20
2024
Q2 		$3.48M Sell
17,211
-468
-3% -$91.5K 1.07% 21
2024
Q1 		$3.54M Sell
17,679
-9,642
-35% -$1.74M 1.07% 20
2023
Q4 		$4.65M Sell
27,321
-2,022
-7% -$306K 1.44% 15
2023
Q3 		$4.26M Sell
29,343
-1,193
-4% -$179K 1.44% 16
2023
Q2 		$4.44M Sell
30,536
-5,695
-16% -$783K 1.46% 15
2023
Q1 		$4.72M Sell
36,231
-3,452
-9% -$473K 1.58% 13
2022
Q4 		$5.32M Buy
39,683
+1,849
+5% +$234K 2% 12
2022
Q3 		$3.95M Sell
37,834
-139
-0.4% -$16K 1.57% 14
2022
Q2 		$4.28M Buy
37,973
+192
+0.5% +$23.8K 1.68% 16
2022
Q1 		$5.15M Buy
37,781
+2,260
+6% +$334K 1.52% 17
2021
Q4 		$5.63M Sell
35,521
-1,276
-3% -$210K 1.52% 17
2021
Q3 		$6.02M Sell
36,797
-6,420
-15% -$1.01M 1.56% 16
2021
Q2 		$6.72M Sell
43,217
-51
-0.1% -$8.01K 1.73% 15
2021
Q1 		$6.59M Sell
43,268
-3,459
-7% -$498K 1.76% 14
2020
Q4 		$5.94M Buy
+46,727
New +$5.22M 1.6% 15

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Source Financial Advisors's JPM Position: Q3 2024 in Review

Source Financial Advisors increased its JPMorgan Chase (JPM) stake by 0.01% in Q3 2024, buying an estimated $421 and bringing the position to 17,213 shares worth $3.63M. The position accounts for 1.07% of the portfolio, ranked #20.

Source Financial Advisors first reported a position in JPM in Q4 2020 and has held it in 16 quarters since. The position peaked at $6.72M in Q2 2021. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Source Financial Advisors held 17,213 shares of JPMorgan Chase worth $3.63M as of Q3 2024.
  • Source Financial Advisors bought 2 JPMorgan Chase shares in Q3 2024, an estimated $421.
  • JPMorgan Chase made up 1.07% of Source Financial Advisors's portfolio in Q3 2024, its #20 holding.
  • Source Financial Advisors first reported a position in JPMorgan Chase in Q4 2020 and has held it in 16 quarters since.
  • Source Financial Advisors's JPMorgan Chase position peaked at $6.72M in Q2 2021.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Source Financial Advisors's 13F filing for Q3 2024, filed 1 Nov 2024.