Van Leeuwen & Company’s JPMorgan Chase JPM Stock Holding History

Van Leeuwen & Company’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 Q1	$475K	Buy	2,373 +538	+29%	+$97.1K	0.24%	69
2023 Q4	$312K	Buy	1,835 +26	+1%	+$3.94K	0.18%	75
2023 Q3	$262K	Buy	1,809 +11	+0.6%	+$1.65K	0.16%	67
2023 Q2	$264K	Buy	1,798 +58	+3%	+$7.98K	0.17%	68
2023 Q1	$227K	Buy	1,740 +217	+14%	+$29.7K	0.15%	69
2022 Q4	$204K	Buy	+1,523	New	+$193K	0.14%	63
2022 Q1	–	Sell	-1,381	Closed	-$219K	–	74
2021 Q4	$219K	Sell	1,381 -112	-8%	-$18.4K	0.12%	64
2021 Q3	$244K	Buy	1,493 +145	+11%	+$22.7K	0.15%	64
2021 Q2	$212K	Hold	1,348	–	–	0.13%	72
2021 Q1	$205K	Buy	+1,348	New	+$194K	0.13%	61
2020 Q2	–	Sell	-3,381	Closed	-$304K	–	74
2020 Q1	$304K	Buy	3,381 +796	+31%	+$96.7K	0.29%	57
2019 Q4	$360K	Buy	2,585 +175	+7%	+$22.4K	0.3%	63
2019 Q3	$284K	Buy	+2,410	New	+$273K	0.27%	62

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

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

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

Norges Bank Oslo, Norway $935B AUM

Van Leeuwen & Company's JPM Position: Q1 2024 in Review

Van Leeuwen & Company increased its JPMorgan Chase (JPM) stake by 29% in Q1 2024, buying an estimated $97.1K and bringing the position to 2,373 shares worth $475K. The position accounts for 0.24% of the portfolio, ranked #69.

Van Leeuwen & Company first reported a position in JPM in Q3 2019 and has held it in 13 quarters since. 4,110 funds tracked by Wall St. Rank hold JPM as of Q1 2024.

Van Leeuwen & Company held 2,373 shares of JPMorgan Chase worth $475K as of Q1 2024.
Van Leeuwen & Company bought 538 JPMorgan Chase shares in Q1 2024, an estimated $97.1K.
JPMorgan Chase made up 0.24% of Van Leeuwen & Company's portfolio in Q1 2024, its #69 holding.
Van Leeuwen & Company first reported a position in JPMorgan Chase in Q3 2019 and has held it in 13 quarters since.
4,110 funds tracked by Wall St. Rank held JPMorgan Chase as of Q1 2024.

Based on Van Leeuwen & Company's 13F filing for Q1 2024, filed 10 May 2024.