WWS
JPM icon

Wellington Wealth Strategies’s JPMorgan Chase JPM Stock Holding History

Wellington Wealth Strategies’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
Q4 		– Sell
-3,172
Closed -$704K – 81
2024
Q3 		$704K Buy
+3,172
New +$668K 0.53% 40
2024
Q2 		– Sell
-3,567
Closed -$714K – 119
2024
Q1 		$714K Sell
3,567
-3,165
-47% -$571K 0.33% 71
2023
Q4 		$1.15M Buy
+6,732
New +$1.02M 0.97% 30
2020
Q4 		$1.15M Buy
+6,732
New +$752K 0.97% 30

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Wellington Wealth Strategies's JPM Position: Q4 2024 in Review

Wellington Wealth Strategies sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 3,172 shares — an estimated $704K sold.

Wellington Wealth Strategies first reported a position in JPM in Q4 2020 and held it in 4 quarters. The position peaked at $1.15M in Q4 2023. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Wellington Wealth Strategies reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Wellington Wealth Strategies sold 3,172 JPMorgan Chase shares in Q4 2024, an estimated $704K.
  • Wellington Wealth Strategies first reported a position in JPMorgan Chase in Q4 2020 and held it in 4 quarters.
  • Wellington Wealth Strategies's JPMorgan Chase position peaked at $1.15M in Q4 2023.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Wellington Wealth Strategies's 13F filing for Q4 2024, filed 14 Feb 2025.