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Sugarloaf Wealth Management’s JPMorgan Chase JPM Stock Holding History

Sugarloaf Wealth 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
Q4 		$4.53M Sell
18,886
-2,958
-14% -$689K 0.86% 19
2024
Q3 		$4.61M Buy
21,844
+170
+0.8% +$35.8K 0.87% 18
2024
Q2 		$4.38M Sell
21,674
-8
-0% -$1.56K 0.89% 18
2024
Q1 		$4.34M Buy
21,682
+534
+3% +$96.4K 0.9% 16
2023
Q4 		$3.6M Buy
21,148
+597
+3% +$90.5K 0.87% 15
2023
Q3 		$2.98M Sell
20,551
-196
-0.9% -$29.4K 0.75% 20
2023
Q2 		$3.02M Buy
20,747
+641
+3% +$88.2K 0.71% 19
2023
Q1 		$2.62M Buy
20,106
+510
+3% +$69.9K 0.64% 21
2022
Q4 		$2.63M Sell
19,596
-1,692
-8% -$214K 0.66% 18
2022
Q3 		$2.23M Buy
21,288
+947
+5% +$109K 0.57% 27
2022
Q2 		$2.29M Buy
20,341
+2,438
+14% +$302K 0.57% 26
2022
Q1 		$2.46M Buy
17,903
+2,116
+13% +$312K 0.58% 27
2021
Q4 		$2.5M Buy
15,787
+952
+6% +$156K 0.59% 27
2021
Q3 		$2.43M Buy
14,835
+310
+2% +$48.6K 0.64% 22
2021
Q2 		$2.26M Buy
14,525
+1,057
+8% +$166K 0.62% 23
2021
Q1 		$2.04K Sell
13,468
-1,002
-7% -$144K 0.61% 24
2020
Q4 		$1.82M Buy
14,470
+619
+4% +$69.2K 0.61% 25
2020
Q3 		$1.34M Buy
13,851
+850
+7% +$83.5K 0.49% 32
2020
Q2 		$1.22M Buy
13,001
+804
+7% +$76.3K 0.47% 34
2020
Q1 		$1.1M Buy
12,197
+4,180
+52% +$508K 0.49% 28
2019
Q4 		$1.12M Buy
+8,017
New +$1.03M 0.48% 37

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Sugarloaf Wealth Management's JPM Position: Q4 2024 in Review

Sugarloaf Wealth Management reduced its JPMorgan Chase (JPM) stake by 14% in Q4 2024, selling an estimated $689K and leaving 18,886 shares worth $4.53M. The position accounts for 0.86% of the portfolio, ranked #19.

Sugarloaf Wealth Management first reported a position in JPM in Q4 2019 and has held it in 21 quarters since. The position peaked at $4.61M in Q3 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Sugarloaf Wealth Management held 18,886 shares of JPMorgan Chase worth $4.53M as of Q4 2024.
  • Sugarloaf Wealth Management sold 2,958 JPMorgan Chase shares in Q4 2024, an estimated $689K.
  • JPMorgan Chase made up 0.86% of Sugarloaf Wealth Management's portfolio in Q4 2024, its #19 holding.
  • Sugarloaf Wealth Management first reported a position in JPMorgan Chase in Q4 2019 and has held it in 21 quarters since.
  • Sugarloaf Wealth Management's JPMorgan Chase position peaked at $4.61M in Q3 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Sugarloaf Wealth Management's 13F filing for Q4 2024, filed 10 Jan 2025.