Steele Capital Management’s JPMorgan Chase JPM Stock Holding History

Steele Capital 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 Q3	–	Sell	-8,421	Closed	-$1.7M	–	115
2024 Q2	$1.7M	Buy	8,421 +139	+2%	+$27.2K	0.1%	54
2024 Q1	$1.66M	Sell	8,282 -478	-5%	-$86.3K	0.1%	55
2023 Q4	$1.49M	Buy	+8,760	New	+$1.33M	0.1%	56

Other funds holding JPM

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return

Steele Capital Management's JPM Position: Q3 2024 in Review

Steele Capital Management sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 8,421 shares — an estimated $1.7M sold.

Steele Capital Management first reported a position in JPM in Q4 2023 and held it in 3 quarters. The position peaked at $1.7M in Q2 2024. 4,210 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Steele Capital Management reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Steele Capital Management sold 8,421 JPMorgan Chase shares in Q3 2024, an estimated $1.7M.
Steele Capital Management first reported a position in JPMorgan Chase in Q4 2023 and held it in 3 quarters.
Steele Capital Management's JPMorgan Chase position peaked at $1.7M in Q2 2024.
4,210 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Steele Capital Management's 13F filing for Q3 2024, filed 8 Nov 2024.