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Vantage Financial Partners (Illinois)’s JPMorgan Chase JPM Stock Holding History

Vantage Financial Partners (Illinois)’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 		$2.05M Sell
10,132
-350
-3% -$68.4K 0.51% 34
2024
Q1 		$2.1M Sell
10,482
-242
-2% -$43.7K 0.55% 33
2023
Q4 		$1.82M Sell
10,724
-50
-0.5% -$7.58K 0.55% 33
2023
Q3 		$1.56M Sell
10,774
-300
-3% -$45K 0.9% 22
2023
Q2 		$1.61M Hold
11,074
– – 0.89% 21
2023
Q1 		$1.44M Sell
11,074
-100
-0.9% -$13.7K 0.85% 26
2022
Q4 		$1.5M Buy
11,174
+1,100
+11% +$139K 0.86% 27
2022
Q3 		$1.05M Hold
10,074
– – 0.68% 31
2022
Q2 		$1.13M Buy
10,074
+3,300
+49% +$409K 0.67% 34
2022
Q1 		$923K Buy
6,774
+1,800
+36% +$266K 0.48% 42
2021
Q4 		$788K Hold
4,974
– – 0.4% 44
2021
Q3 		$814K Sell
4,974
-100
-2% -$15.7K 0.43% 41
2021
Q2 		$789K Buy
5,074
+200
+4% +$31.4K 0.44% 41
2021
Q1 		$742K Sell
4,874
-170
-3% -$24.5K 0.42% 41
2020
Q4 		$641K Buy
5,044
+620
+14% +$69.3K 0.37% 43
2020
Q3 		$426K Buy
4,424
+200
+5% +$19.6K 0.26% 56
2020
Q2 		$397K Buy
+4,224
New +$401K 0.25% 48
2020
Q1 		– Sell
-3,224
Closed -$449K – 70
2019
Q4 		$449K Buy
3,224
+200
+7% +$25.7K 0.26% 50
2019
Q3 		$356K Buy
3,024
+500
+20% +$56.6K 0.24% 51
2019
Q2 		$282K Buy
+2,524
New +$278K 0.18% 68
2017
Q1 		– Sell
-3,424
Closed -$296K – 61
2016
Q4 		$296K Buy
+3,424
New +$261K 0.27% 39

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vantage Financial Partners (Illinois)'s JPM Position: Q2 2024 in Review

Vantage Financial Partners (Illinois) reduced its JPMorgan Chase (JPM) stake by 3.3% in Q2 2024, selling an estimated $68.4K and leaving 10,132 shares worth $2.05M. The position accounts for 0.51% of the portfolio, ranked #34.

Vantage Financial Partners (Illinois) first reported a position in JPM in Q4 2016 and has held it in 21 quarters since. The position peaked at $2.1M in Q1 2024. 4,167 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Vantage Financial Partners (Illinois) held 10,132 shares of JPMorgan Chase worth $2.05M as of Q2 2024.
  • Vantage Financial Partners (Illinois) sold 350 JPMorgan Chase shares in Q2 2024, an estimated $68.4K.
  • JPMorgan Chase made up 0.51% of Vantage Financial Partners (Illinois)'s portfolio in Q2 2024, its #34 holding.
  • Vantage Financial Partners (Illinois) first reported a position in JPMorgan Chase in Q4 2016 and has held it in 21 quarters since.
  • Vantage Financial Partners (Illinois)'s JPMorgan Chase position peaked at $2.1M in Q1 2024.
  • 4,167 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Vantage Financial Partners (Illinois)'s 13F filing for Q2 2024, filed 14 Aug 2024.