Symmetry Investments’s JPMorgan Chase JPM Stock Holding History

Symmetry Investments’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	–	Sell	-23,535	Closed	-$4.96M	–	185
2024 Q3	$4.96M	Sell	23,535 -3,870	-14%	-$815K	0.7%	45
2024 Q2	$5.54M	Buy	27,405 +514	+2%	+$100K	0.62%	34
2024 Q1	$5.39M	Sell	26,891 -21,475	-44%	-$3.88M	0.32%	48
2023 Q4	$8.23M	Buy	48,366 +25,594	+112%	+$3.88M	0.6%	30
2023 Q3	$3.3M	Buy	+22,772	New	+$3.41M	0.67%	47

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 $3.38T AUM 44.17% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Symmetry Investments's JPM Position: Q4 2024 in Review

Symmetry Investments sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 23,535 shares — an estimated $4.96M sold.

Symmetry Investments first reported a position in JPM in Q3 2023 and held it in 5 quarters. The position peaked at $8.23M in Q4 2023. 4,676 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

Symmetry Investments reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
Symmetry Investments sold 23,535 JPMorgan Chase shares in Q4 2024, an estimated $4.96M.
Symmetry Investments first reported a position in JPMorgan Chase in Q3 2023 and held it in 5 quarters.
Symmetry Investments's JPMorgan Chase position peaked at $8.23M in Q4 2023.
4,676 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Symmetry Investments's 13F filing for Q4 2024, filed 14 Feb 2025.