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Steward Partners Investment Solutions’s JPMorgan Chase JPM Stock Holding History

Steward Partners Investment Solutions’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
Q1 		$10.2M Buy
51,081
+27,245
+114% +$4.92M 1.72% 11
2023
Q4 		$4.05M Buy
+23,836
New +$3.61M 1.69% 10

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Steward Partners Investment Solutions's JPM Position: Q1 2024 in Review

Steward Partners Investment Solutions increased its JPMorgan Chase (JPM) stake by 114% in Q1 2024, buying an estimated $4.92M and bringing the position to 51,081 shares worth $10.2M. The position accounts for 1.72% of the portfolio, ranked #11.

Steward Partners Investment Solutions first reported a position in JPM in Q4 2023 and has held it in 2 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

  • Steward Partners Investment Solutions held 51,081 shares of JPMorgan Chase worth $10.2M as of Q1 2024.
  • Steward Partners Investment Solutions bought 27,245 JPMorgan Chase shares in Q1 2024, an estimated $4.92M.
  • JPMorgan Chase made up 1.72% of Steward Partners Investment Solutions's portfolio in Q1 2024, its #11 holding.
  • Steward Partners Investment Solutions first reported a position in JPMorgan Chase in Q4 2023 and has held it in 2 quarters since.
  • 4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Steward Partners Investment Solutions's 13F filing for Q1 2024, filed 15 May 2024.