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JPM icon

TCWP’s JPMorgan Chase JPM Stock Holding History

TCWP’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
-2,686
Closed -$543K – 32
2024
Q2 		$543K Sell
2,686
-21
-0.8% -$4.11K 1.33% 22
2024
Q1 		$542K Hold
2,707
– – 1.44% 23
2023
Q4 		$460K Sell
2,707
-12,393
-82% -$1.88M 1.3% 27
2023
Q3 		$2.19M Buy
15,100
+155
+1% +$23.2K 1.67% 23
2023
Q2 		$2.17M Sell
14,945
-3,373
-18% -$464K 0.46% 62
2023
Q1 		$2.39M Sell
18,318
-3,305
-15% -$453K 0.45% 67
2022
Q4 		$2.9M Sell
21,623
-1,207
-5% -$153K 0.59% 56
2022
Q3 		$2.38M Buy
22,830
+3,102
+16% +$356K 0.51% 66
2022
Q2 		$2.22M Buy
19,728
+2,382
+14% +$295K 0.47% 65
2022
Q1 		$2.36M Sell
17,346
-336
-2% -$49.6K 0.43% 60
2021
Q4 		$2.8M Buy
+17,682
New +$2.9M 0.56% 61

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
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

TCWP's JPM Position: Q3 2024 in Review

TCWP sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 2,686 shares — an estimated $543K sold.

TCWP first reported a position in JPM in Q4 2021 and held it in 11 quarters. The position peaked at $2.9M in Q4 2022. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • TCWP reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
  • TCWP sold 2,686 JPMorgan Chase shares in Q3 2024, an estimated $543K.
  • TCWP first reported a position in JPMorgan Chase in Q4 2021 and held it in 11 quarters.
  • TCWP's JPMorgan Chase position peaked at $2.9M in Q4 2022.
  • 4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on TCWP's 13F filing for Q3 2024.