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Waypoint Capital Advisors’s JPMorgan Chase JPM Stock Holding History

Waypoint Capital Advisors’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 		$1.46M Buy
6,924
+116
+2% +$24.4K 0.31% 57
2024
Q2 		$1.38M Buy
6,808
+173
+3% +$33.8K 0.34% 55
2024
Q1 		$1.33M Buy
6,635
+132
+2% +$23.8K 0.35% 53
2023
Q4 		$1.11M Buy
6,503
+3
+0% +$455 0.32% 56
2023
Q3 		$943K Sell
6,500
-112
-2% -$16.8K 0.32% 55
2023
Q2 		$962K Buy
6,612
+81
+1% +$11.1K 0.3% 66
2023
Q1 		$851K Sell
6,531
-134
-2% -$18.4K 0.28% 70
2022
Q4 		$894K Buy
6,665
+381
+6% +$48.3K 0.31% 65
2022
Q3 		$654K Sell
6,284
-248
-4% -$28.5K 0.29% 59
2022
Q2 		$736K Buy
6,532
+118
+2% +$14.6K 0.33% 54
2022
Q1 		$875K Sell
6,414
-117
-2% -$17.3K 0.51% 51
2021
Q4 		$1.03M Buy
+6,531
New +$1.07M 0.71% 36

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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Waypoint Capital Advisors's JPM Position: Q3 2024 in Review

Waypoint Capital Advisors increased its JPMorgan Chase (JPM) stake by 1.7% in Q3 2024, buying an estimated $24.4K and bringing the position to 6,924 shares worth $1.46M. The position accounts for 0.31% of the portfolio, ranked #57.

Waypoint Capital Advisors first reported a position in JPM in Q4 2021 and has held it in 12 quarters since. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Waypoint Capital Advisors held 6,924 shares of JPMorgan Chase worth $1.46M as of Q3 2024.
  • Waypoint Capital Advisors bought 116 JPMorgan Chase shares in Q3 2024, an estimated $24.4K.
  • JPMorgan Chase made up 0.31% of Waypoint Capital Advisors's portfolio in Q3 2024, its #57 holding.
  • Waypoint Capital Advisors first reported a position in JPMorgan Chase in Q4 2021 and has held it in 12 quarters since.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Waypoint Capital Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.