True Vision MN’s JPMorgan Chase JPM Stock Holding History

True Vision MN’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 Q4	–	Sell	-15,680	Closed	-$399K	–	109
2024 Q3	$399K	Buy	+15,680	New	+$3.3M	0.24%	76
2024 Q1	–	Sell	-3,337	Closed	-$568K	–	99
2023 Q4	$568K	Buy	+3,337	New	+$506K	0.46%	43

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

True Vision MN's JPM Position: Q4 2024 in Review

True Vision MN sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 15,680 shares — an estimated $399K sold.

True Vision MN first reported a position in JPM in Q4 2023 and held it in 2 quarters. The position peaked at $568K in Q4 2023. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

True Vision MN reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
True Vision MN sold 15,680 JPMorgan Chase shares in Q4 2024, an estimated $399K.
True Vision MN first reported a position in JPMorgan Chase in Q4 2023 and held it in 2 quarters.
True Vision MN's JPMorgan Chase position peaked at $568K in Q4 2023.
4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on True Vision MN's 13F filing for Q4 2024, filed 29 Jan 2025.