TNF’s JPMorgan Chase JPM Stock Holding History

TNF’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	$336K	Buy	1,495 +1	+0.1%	+$211	0.12%	87
2024 Q2	$312K	Hold	1,494	–	–	0.11%	88
2024 Q1	$288K	Sell	1,494 -35	-2%	-$6.32K	0.11%	86
2023 Q4	$264K	Sell	1,529 -141	-8%	-$21.4K	0.1%	88
2023 Q3	$243K	Sell	1,670 -319	-16%	-$47.8K	0.11%	77
2023 Q2	$289K	Hold	1,989	–	–	0.13%	74
2023 Q1	$275K	Sell	1,989 -97	-5%	-$13.3K	0.12%	77
2022 Q4	$296K	Sell	2,086 -32	-2%	-$4.05K	0.13%	82
2022 Q3	$222K	Sell	2,118 -116	-5%	-$13.3K	0.11%	90
2022 Q2	$256K	Sell	2,234 -728	-25%	-$90.2K	0.12%	89
2022 Q1	$376K	Buy	2,962 +6	+0.2%	+$886	0.17%	78
2021 Q4	$467K	Hold	2,956	–	–	0.2%	65
2021 Q3	$473K	Buy	+2,956	New	+$463K	0.2%	67

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

TNF's JPM Position: Q3 2024 in Review

TNF increased its JPMorgan Chase (JPM) stake by 0.07% in Q3 2024, buying an estimated $211 and bringing the position to 1,495 shares worth $336K. The position accounts for 0.12% of the portfolio, ranked #87.

TNF first reported a position in JPM in Q3 2021 and has held it in 13 quarters since. The position peaked at $473K in Q3 2021. 4,201 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

TNF held 1,495 shares of JPMorgan Chase worth $336K as of Q3 2024.
TNF bought 1 JPMorgan Chase share in Q3 2024, an estimated $211.
JPMorgan Chase made up 0.12% of TNF's portfolio in Q3 2024, its #87 holding.
TNF first reported a position in JPMorgan Chase in Q3 2021 and has held it in 13 quarters since.
TNF's JPMorgan Chase position peaked at $473K in Q3 2021.
4,201 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on TNF's 13F filing for Q3 2024, filed 25 Oct 2024.