TMD Wealth Management’s JPMorgan Chase JPM Stock Holding History

TMD Wealth Management’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 Q2	$331K	Sell	1,637 -509	-24%	-$99.5K	0.07%	39
2024 Q1	$430K	Buy	2,146 +284	+15%	+$51.2K	0.1%	39
2023 Q4	$317K	Hold	1,862	–	–	0.08%	44
2023 Q3	$270K	Hold	1,862	–	–	0.08%	50
2023 Q2	$271K	Buy	1,862 +162	+10%	+$22.3K	0.07%	45
2023 Q1	$222K	Sell	1,700 -25	-1%	-$3.42K	0.06%	45
2022 Q4	$231K	Buy	+1,725	New	+$219K	0.1%	38
2022 Q2	–	Sell	-1,741	Closed	-$237K	–	45
2022 Q1	$237K	Hold	1,741	–	–	0.09%	39
2021 Q4	$276K	Hold	1,741	–	–	0.1%	41
2021 Q3	$285K	Hold	1,741	–	–	0.12%	36
2021 Q2	$271K	Hold	1,741	–	–	0.12%	35
2021 Q1	$265K	Hold	1,741	–	–	0.13%	34
2020 Q4	$221K	Buy	+1,741	New	+$195K	0.12%	35

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

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

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

Norges Bank Oslo, Norway $935B AUM

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

TMD Wealth Management's JPM Position: Q2 2024 in Review

TMD Wealth Management reduced its JPMorgan Chase (JPM) stake by 24% in Q2 2024, selling an estimated $99.5K and leaving 1,637 shares worth $331K. The position accounts for 0.07% of the portfolio, ranked #39.

TMD Wealth Management first reported a position in JPM in Q4 2020 and has held it in 13 quarters since. The position peaked at $430K in Q1 2024. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

TMD Wealth Management held 1,637 shares of JPMorgan Chase worth $331K as of Q2 2024.
TMD Wealth Management sold 509 JPMorgan Chase shares in Q2 2024, an estimated $99.5K.
JPMorgan Chase made up 0.07% of TMD Wealth Management's portfolio in Q2 2024, its #39 holding.
TMD Wealth Management first reported a position in JPMorgan Chase in Q4 2020 and has held it in 13 quarters since.
TMD Wealth Management's JPMorgan Chase position peaked at $430K in Q1 2024.
4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on TMD Wealth Management's 13F filing for Q2 2024, filed 8 Aug 2024.