Wealthgate Family Office’s JPMorgan Chase JPM Stock Holding History

Wealthgate Family Office’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	–	Sell	-2,360	Closed	-$477K	–	22
2024 Q2	$477K	Hold	2,360	–	–	1.17%	14
2024 Q1	$473K	Hold	2,360	–	–	1.23%	13
2023 Q4	$401K	Hold	2,360	–	–	1.11%	15
2023 Q3	$342K	Hold	2,360	–	–	1.06%	16
2023 Q2	$343K	Hold	2,360	–	–	1%	16
2023 Q1	$308K	Hold	2,360	–	–	0.88%	17
2022 Q4	$316K	Hold	2,360	–	–	0.86%	16
2022 Q3	$247K	Hold	2,360	–	–	0.66%	18
2022 Q2	$266K	Buy	+2,360	New	+$292K	0.66%	18
2021 Q2	–	Sell	-3,295	Closed	-$502K	–	27
2021 Q1	$502K	Hold	3,295	–	–	0.68%	26
2020 Q4	$419K	Buy	+3,295	New	+$368K	0.63%	23

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

Wealthgate Family Office's JPM Position: Q3 2024 in Review

Wealthgate Family Office sold out of JPMorgan Chase (JPM) in Q3 2024, closing a stake of 2,360 shares — an estimated $477K sold.

Wealthgate Family Office first reported a position in JPM in Q4 2020 and held it in 11 quarters. The position peaked at $502K in Q1 2021. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

Wealthgate Family Office reported no remaining JPMorgan Chase position as of Q3 2024 after selling out during the quarter.
Wealthgate Family Office sold 2,360 JPMorgan Chase shares in Q3 2024, an estimated $477K.
Wealthgate Family Office first reported a position in JPMorgan Chase in Q4 2020 and held it in 11 quarters.
Wealthgate Family Office's JPMorgan Chase position peaked at $502K in Q1 2021.
4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Wealthgate Family Office's 13F filing for Q3 2024, filed 8 Nov 2024.