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Your Advocates Ltd’s JPMorgan Chase JPM Stock Holding History

Your Advocates Ltd’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
-50
Closed -$10.5K – 223
2024
Q3 		$10.5K Hold
50
– – ﹤0.01% 106
2024
Q2 		$10.1K Sell
50
-100
-67% -$19.6K ﹤0.01% 108
2024
Q1 		$30K Buy
150
+100
+200% +$18K 0.01% 76
2023
Q4 		$8.51K Hold
50
– – ﹤0.01% 107
2023
Q3 		$7.25K Sell
50
-100
-67% -$15K ﹤0.01% 122
2023
Q2 		$21.8K Buy
150
+100
+200% +$13.8K 0.01% 88
2023
Q1 		$6.52K Hold
50
– – ﹤0.01% 117
2022
Q4 		$6.71K Hold
50
– – ﹤0.01% 104
2022
Q3 		$5K Hold
50
– – ﹤0.01% 114
2022
Q2 		$6K Hold
50
– – ﹤0.01% 111
2022
Q1 		$7K Hold
50
– – ﹤0.01% 114
2021
Q4 		$8K Hold
50
– – ﹤0.01% 98
2021
Q3 		$8K Hold
50
– – 0.01% 99
2021
Q2 		$8K Hold
50
– – 0.01% 93
2021
Q1 		$8K Hold
50
– – 0.01% 93
2020
Q4 		$6K Hold
50
– – ﹤0.01% 100
2020
Q3 		$5K Sell
50
-125
-71% -$12.3K ﹤0.01% 103
2020
Q2 		$17K Buy
175
+125
+250% +$11.9K 0.01% 67
2020
Q1 		$5K Buy
+50
New +$6.08K ﹤0.01% 87

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

Your Advocates Ltd's JPM Position: Q4 2024 in Review

Your Advocates Ltd sold out of JPMorgan Chase (JPM) in Q4 2024, closing a stake of 50 shares — an estimated $10.5K sold.

Your Advocates Ltd first reported a position in JPM in Q1 2020 and held it in 19 quarters. The position peaked at $30K in Q1 2024. 4,664 funds tracked by Wall St. Rank hold JPM as of Q4 2024.

  • Your Advocates Ltd reported no remaining JPMorgan Chase position as of Q4 2024 after selling out during the quarter.
  • Your Advocates Ltd sold 50 JPMorgan Chase shares in Q4 2024, an estimated $10.5K.
  • Your Advocates Ltd first reported a position in JPMorgan Chase in Q1 2020 and held it in 19 quarters.
  • Your Advocates Ltd's JPMorgan Chase position peaked at $30K in Q1 2024.
  • 4,664 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2024.

Based on Your Advocates Ltd's 13F filing for Q4 2024, filed 4 Feb 2025.