VitalStone Financial’s JPMorgan Chase JPM Stock Holding History

VitalStone Financial’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	$53.9K	Buy	256 +2	+0.8%	+$421	0.04%	169
2024 Q2	$51.5K	Buy	254 +1	+0.4%	+$196	0.04%	169
2024 Q1	$51K	Hold	253	–	–	0.04%	169
2023 Q4	$43K	Hold	253	–	–	0.03%	168
2023 Q3	$37K	Sell	253 -211	-45%	-$31.6K	0.03%	149
2023 Q2	$61K	Buy	464 +463	+46,300%	+$63.7K	0.03%	309
2023 Q1	$0	Sell	1 -432	-100%	-$59.2K	﹤0.01%	437
2022 Q4	$58K	Buy	+433	New	+$54.9K	0.04%	142

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

VitalStone Financial's JPM Position: Q3 2024 in Review

VitalStone Financial increased its JPMorgan Chase (JPM) stake by 0.79% in Q3 2024, buying an estimated $421 and bringing the position to 256 shares worth $53.9K. The position accounts for 0.04% of the portfolio, ranked #169.

VitalStone Financial first reported a position in JPM in Q4 2022 and has held it in 8 quarters since. The position peaked at $61K in Q2 2023. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

VitalStone Financial held 256 shares of JPMorgan Chase worth $53.9K as of Q3 2024.
VitalStone Financial bought 2 JPMorgan Chase shares in Q3 2024, an estimated $421.
JPMorgan Chase made up 0.04% of VitalStone Financial's portfolio in Q3 2024, its #169 holding.
VitalStone Financial first reported a position in JPMorgan Chase in Q4 2022 and has held it in 8 quarters since.
VitalStone Financial's JPMorgan Chase position peaked at $61K in Q2 2023.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on VitalStone Financial's 13F filing for Q3 2024, filed 11 Oct 2024.