Sweet Financial Partners’s JPMorgan Chase JPM Stock Holding History

Sweet Financial Partners’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	$651K	Sell	3,089 -152	-5%	-$32K	0.14%	110
2024 Q2	$656K	Sell	3,241 -136	-4%	-$26.6K	0.15%	104
2024 Q1	$676K	Sell	3,377 -1,252	-27%	-$226K	0.16%	103
2023 Q4	$787K	Sell	4,629 -65	-1%	-$9.85K	0.19%	86
2023 Q3	$681K	Sell	4,694 -118	-2%	-$17.7K	0.18%	82
2023 Q2	$700K	Sell	4,812 -58	-1%	-$7.98K	0.18%	82
2023 Q1	$635K	Sell	4,870 -260	-5%	-$35.6K	0.18%	89
2022 Q4	$688K	Buy	5,130 +764	+17%	+$96.8K	0.2%	74
2022 Q3	$456K	Sell	4,366 -3,520	-45%	-$404K	0.15%	97
2022 Q2	$888K	Buy	7,886 +2,308	+41%	+$286K	0.28%	54
2022 Q1	$760K	Buy	5,578 +3,412	+158%	+$504K	0.2%	64
2021 Q4	$343K	Buy	+2,166	New	+$356K	0.14%	97

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

Sweet Financial Partners's JPM Position: Q3 2024 in Review

Sweet Financial Partners reduced its JPMorgan Chase (JPM) stake by 4.7% in Q3 2024, selling an estimated $32K and leaving 3,089 shares worth $651K. The position accounts for 0.14% of the portfolio, ranked #110.

Sweet Financial Partners first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. The position peaked at $888K in Q2 2022. 4,209 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Sweet Financial Partners held 3,089 shares of JPMorgan Chase worth $651K as of Q3 2024.
Sweet Financial Partners sold 152 JPMorgan Chase shares in Q3 2024, an estimated $32K.
JPMorgan Chase made up 0.14% of Sweet Financial Partners's portfolio in Q3 2024, its #110 holding.
Sweet Financial Partners first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
Sweet Financial Partners's JPMorgan Chase position peaked at $888K in Q2 2022.
4,209 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Sweet Financial Partners's 13F filing for Q3 2024, filed 16 Oct 2024.