SYSTM Wealth Solutions’s JPMorgan Chase JPM Stock Holding History

SYSTM Wealth 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 Q3	–	Sell	-6,888	Closed	-$1.39M	–	370
2024 Q2	$1.39M	Sell	6,888 -16,942	-71%	-$3.31M	0.31%	96
2024 Q1	$4.77M	Sell	23,830 -3,034	-11%	-$547K	0.6%	39
2023 Q4	$4.57M	Sell	26,864 -3,773	-12%	-$572K	0.63%	36
2023 Q3	$4.44M	Sell	30,637 -3,693	-11%	-$554K	0.68%	32
2023 Q2	$4.99M	Buy	34,330 +5,559	+19%	+$765K	0.68%	29
2023 Q1	$3.75M	Sell	28,771 -2,530	-8%	-$347K	0.58%	39
2022 Q4	$4.2M	Buy	+31,301	New	+$3.97M	0.52%	46

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

SYSTM Wealth Solutions's JPM Position: Q3 2024 in Review

SYSTM Wealth Solutions sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 6,888 shares — an estimated $1.39M sold.

SYSTM Wealth Solutions first reported a position in JPM in Q4 2022 and held it in 7 quarters. The position peaked at $4.99M in Q2 2023. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

SYSTM Wealth Solutions reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
SYSTM Wealth Solutions sold 6,888 JPMorgan Chase shares in Q3 2024, an estimated $1.39M.
SYSTM Wealth Solutions first reported a position in JPMorgan Chase in Q4 2022 and held it in 7 quarters.
SYSTM Wealth Solutions's JPMorgan Chase position peaked at $4.99M in Q2 2023.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on SYSTM Wealth Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.