WR Wealth Planners’s JPMorgan Chase JPM Stock Holding History

WR Wealth Planners’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	$2.27M	Sell	9,457 -184	-2%	-$42.9K	0.73%	21
2024 Q3	$2.03M	Buy	9,641 +58	+0.6%	+$12.2K	0.57%	31
2024 Q2	$1.94M	Sell	9,583 -301	-3%	-$58.8K	0.59%	29
2024 Q1	$1.98M	Buy	9,884 +216	+2%	+$39K	0.62%	28
2023 Q4	$1.64M	Buy	9,668 +977	+11%	+$148K	0.61%	36
2023 Q3	$1.26M	Buy	8,691 +2,217	+34%	+$332K	0.48%	37
2023 Q2	$942K	Buy	6,474 +3,384	+110%	+$465K	0.36%	47
2023 Q1	$403K	Buy	3,090 +2,646	+596%	+$363K	0.17%	96
2022 Q4	$59.5K	Sell	444 -24	-5%	-$3.04K	0.04%	161
2022 Q3	$48.9K	Buy	468 +30	+7%	+$3.44K	0.03%	161
2022 Q2	$49.3K	Buy	438 +3	+0.7%	+$372	0.03%	172
2022 Q1	$59.3K	Buy	+435	New	+$64.2K	0.04%	161

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

WR Wealth Planners's JPM Position: Q4 2024 in Review

WR Wealth Planners reduced its JPMorgan Chase (JPM) stake by 1.9% in Q4 2024, selling an estimated $42.9K and leaving 9,457 shares worth $2.27M. The position accounts for 0.73% of the portfolio, ranked #21.

WR Wealth Planners first reported a position in JPM in Q1 2022 and has held it in 12 quarters since. 4,665 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

WR Wealth Planners held 9,457 shares of JPMorgan Chase worth $2.27M as of Q4 2024.
WR Wealth Planners sold 184 JPMorgan Chase shares in Q4 2024, an estimated $42.9K.
JPMorgan Chase made up 0.73% of WR Wealth Planners's portfolio in Q4 2024, its #21 holding.
WR Wealth Planners first reported a position in JPMorgan Chase in Q1 2022 and has held it in 12 quarters since.
4,665 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on WR Wealth Planners's 13F filing for Q4 2024, filed 5 Feb 2025.