Team Hewins’s JPMorgan Chase JPM Stock Holding History

Team Hewins’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	-1,103	Closed	-$223K	–	40
2024 Q2	$223K	Buy	+1,103	New	+$216K	0.09%	30
2023 Q4	–	Sell	-24,953	Closed	-$3.62M	–	38
2023 Q3	$3.62M	Buy	+24,953	New	+$3.74M	0.83%	22

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

Team Hewins's JPM Position: Q3 2024 in Review

Team Hewins sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 1,103 shares — an estimated $223K sold.

Team Hewins first reported a position in JPM in Q3 2023 and held it in 2 quarters. The position peaked at $3.62M in Q3 2023. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Team Hewins reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Team Hewins sold 1,103 JPMorgan Chase shares in Q3 2024, an estimated $223K.
Team Hewins first reported a position in JPMorgan Chase in Q3 2023 and held it in 2 quarters.
Team Hewins's JPMorgan Chase position peaked at $3.62M in Q3 2023.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Team Hewins's 13F filing for Q3 2024, filed 12 Nov 2024.