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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
2023
Q3 		– Sell
-50,000
Closed -$7.27M – 183
2023
Q2 		$7.27M Sell
50,000
-10,000
-17% -$1.38M 1.11% 22
2023
Q1 		$7.82M Buy
+60,000
New +$8.22M 1.86% 16

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

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. 4,666 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.
  • 4,666 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.