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Walden Wealth Partners’s JPMorgan Chase JPM Stock Holding History

Walden Wealth Partners’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 		$848K Hold
4,193
– – 0.47% 34
2024
Q1 		$820K Hold
4,193
– – 0.48% 35
2023
Q4 		$713K Buy
+4,193
New +$635K 0.45% 37

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

Walden Wealth Partners's JPM Position: Q2 2024 in Review

Walden Wealth Partners held its JPMorgan Chase (JPM) position steady in Q2 2024 at 4,193 shares worth $848K. The position accounts for 0.47% of the portfolio, ranked #34.

Walden Wealth Partners first reported a position in JPM in Q4 2023 and has held it in 3 quarters since. 4,166 funds tracked by Wall St. Rank hold JPM as of Q2 2024.

  • Walden Wealth Partners held 4,193 shares of JPMorgan Chase worth $848K as of Q2 2024.
  • Walden Wealth Partners left its JPMorgan Chase share count unchanged in Q2 2024.
  • JPMorgan Chase made up 0.47% of Walden Wealth Partners's portfolio in Q2 2024, its #34 holding.
  • Walden Wealth Partners first reported a position in JPMorgan Chase in Q4 2023 and has held it in 3 quarters since.
  • 4,166 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2024.

Based on Walden Wealth Partners's 13F filing for Q2 2024, filed 11 Jul 2024.