ZF
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Zega Financial’s JPMorgan Chase JPM Stock Holding History

Zega Financial’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 		$765K Sell
3,627
-1,277
-26% -$269K 0.12% 60
2024
Q2 		$992K Buy
4,904
+908
+23% +$178K 0.18% 47
2024
Q1 		$800K Buy
+3,996
New +$721K 0.27% 46

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

Zega Financial's JPM Position: Q3 2024 in Review

Zega Financial reduced its JPMorgan Chase (JPM) stake by 26% in Q3 2024, selling an estimated $269K and leaving 3,627 shares worth $765K. The position accounts for 0.12% of the portfolio, ranked #60.

Zega Financial first reported a position in JPM in Q1 2024 and has held it in 3 quarters since. The position peaked at $992K in Q2 2024. 4,202 funds tracked by Wall St. Rank hold JPM as of Q3 2024.

  • Zega Financial held 3,627 shares of JPMorgan Chase worth $765K as of Q3 2024.
  • Zega Financial sold 1,277 JPMorgan Chase shares in Q3 2024, an estimated $269K.
  • JPMorgan Chase made up 0.12% of Zega Financial's portfolio in Q3 2024, its #60 holding.
  • Zega Financial first reported a position in JPMorgan Chase in Q1 2024 and has held it in 3 quarters since.
  • Zega Financial's JPMorgan Chase position peaked at $992K in Q2 2024.
  • 4,202 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2024.

Based on Zega Financial's 13F filing for Q3 2024, filed 14 Nov 2024.