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
2024 Q3	$5M	Buy	23,700 +5,100	+27%	+$1.07M	0.08%	175
2024 Q2	$3.76M	Buy	18,600 +3,800	+26%	+$743K	0.08%	180
2024 Q1	$2.85M	Buy	+14,800	New	+$2.67M	0.07%	204
2023 Q4	–	Hold	0	–	–	–	121
2022 Q3	–	Hold	0	–	-$318K	–	168
2022 Q2	–	Hold	0	–	–	–	105
2022 Q1	–	Hold	0	–	–	–	100
2021 Q3	–	Hold	0	–	-$1.39M	–	155
2021 Q2	–	Hold	0	–	–	–	41
2021 Q1	–	Hold	0	–	–	–	45
2020 Q4	–	Hold	0	–	–	–	42
2020 Q3	–	Hold	0	–	–	–	51
2020 Q2	–	Hold	0	–	–	–	46
2020 Q1	–	Hold	0	–	–	–	32
2019 Q4	–	Hold	0	–	–	–	33
2019 Q3	–	Hold	0	–	–	–	68
2019 Q2	–	Hold	0	–	–	–	31
2019 Q1	–	Hold	0	–	–	–	25
2017 Q4	–	Hold	0	–	-$101K	–	224
2017 Q3	–	Hold	0	–	–	–	137
2017 Q2	–	Hold	0	–	–	–	149
2017 Q1	–	Hold	0	–	–	–	296

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

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

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.