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SpiderRock Advisors’s JPMorgan Chase JPM Stock Holding History

SpiderRock 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
2023
Q2 		– Hold
0
– -$14 – 167
2023
Q1 		– Hold
0
– – – 160
2020
Q4 		– Hold
0
– -$275K – 183
2020
Q3 		– Hold
0
– – – 99
2017
Q4 		– Hold
0
– -$232K – 223
2017
Q3 		– Hold
0
– – – 77
2017
Q2 		– Hold
0
– – – 46
2017
Q1 		– Hold
0
– – – 377

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

SpiderRock Advisors's JPM Position: Q3 2024 in Review

SpiderRock Advisors increased its JPMorgan Chase (JPM) stake by 35% in Q3 2024, buying an estimated $10.9M and bringing the position to 200,974 shares worth $42.4M. The position accounts for 0.67% of the portfolio, ranked #24.

SpiderRock Advisors first reported a position in JPM in Q1 2024 and has held it in 3 quarters since. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • SpiderRock Advisors held 200,974 shares of JPMorgan Chase worth $42.4M as of Q3 2024.
  • SpiderRock Advisors bought 51,791 JPMorgan Chase shares in Q3 2024, an estimated $10.9M.
  • JPMorgan Chase made up 0.67% of SpiderRock Advisors's portfolio in Q3 2024, its #24 holding.
  • SpiderRock Advisors first reported a position in JPMorgan Chase in Q1 2024 and has held it in 3 quarters since.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

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