Spotlight Asset Group’s JPMorgan Chase JPM Stock Holding History

Spotlight Asset Group’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	$863K	Buy	4,268 +291	+7%	+$56.9K	0.6%	31
2024 Q1	$797K	Buy	3,977 +944	+31%	+$170K	0.57%	33
2023 Q4	$440K	Hold	3,033	–	–	0.4%	37
2023 Q3	$440K	Buy	3,033 +295	+11%	+$44.2K	0.4%	37
2023 Q2	$398K	Buy	2,738 +501	+22%	+$68.9K	0.36%	42
2023 Q1	$273K	Buy	+2,237	New	+$307K	0.27%	61
2022 Q3	$273K	Buy	+2,237	New	+$257K	0.27%	61
2021 Q3	$448K	Sell	2,739 -1,066	-28%	-$167K	0.22%	72
2021 Q2	$592K	Sell	3,805 -537	-12%	-$84.3K	0.23%	64
2021 Q1	$661K	Sell	4,342 -622	-13%	-$89.5K	0.25%	67
2020 Q4	$631K	Sell	4,964 -14	-0.3%	-$1.56K	0.23%	63
2020 Q3	$479K	Buy	4,978 +525	+12%	+$51.6K	0.19%	83
2020 Q2	$419K	Buy	4,453 +108	+2%	+$10.2K	0.18%	83
2020 Q1	$391K	Buy	4,345 +76	+2%	+$9.23K	0.21%	71
2019 Q4	$439K	Buy	+4,269	New	+$548K	0.21%	71

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Spotlight Asset Group's JPM Position: Q2 2024 in Review

Spotlight Asset Group increased its JPMorgan Chase (JPM) stake by 7.3% in Q2 2024, buying an estimated $56.9K and bringing the position to 4,268 shares worth $863K. The position accounts for 0.6% of the portfolio, ranked #31.

Spotlight Asset Group first reported a position in JPM in Q4 2019 and has held it in 15 quarters since. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

Spotlight Asset Group held 4,268 shares of JPMorgan Chase worth $863K as of Q2 2024.
Spotlight Asset Group bought 291 JPMorgan Chase shares in Q2 2024, an estimated $56.9K.
JPMorgan Chase made up 0.6% of Spotlight Asset Group's portfolio in Q2 2024, its #31 holding.
Spotlight Asset Group first reported a position in JPMorgan Chase in Q4 2019 and has held it in 15 quarters since.
4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Spotlight Asset Group's 13F filing for Q2 2024, filed 24 Jul 2024.