1858 Wealth Management’s JPMorgan Chase JPM Stock Holding History

1858 Wealth Management’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
2025 Q3	$936K	Sell	2,967 -298	-9%	-$88.6K	0.66%	40
2025 Q2	$947K	Sell	3,265 -141	-4%	-$36K	0.7%	41
2025 Q1	$835K	Sell	3,406 -672	-16%	-$171K	0.71%	46
2024 Q4	$978K	Sell	4,078 -66	-2%	-$15.4K	0.77%	38
2024 Q3	$874K	Buy	4,144 +499	+14%	+$105K	0.72%	41
2024 Q2	$737K	Buy	3,645 +956	+36%	+$187K	0.61%	49
2024 Q1	$457K	Hold	2,689	–	–	0.43%	65
2023 Q4	$457K	Buy	+2,689	New	+$408K	0.43%	65

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

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

1858 Wealth Management's JPM Position: Q3 2025 in Review

1858 Wealth Management reduced its JPMorgan Chase (JPM) stake by 9.1% in Q3 2025, selling an estimated $88.6K and leaving 2,967 shares worth $936K. The position accounts for 0.66% of the portfolio, ranked #40.

1858 Wealth Management first reported a position in JPM in Q4 2023 and has held it in 8 quarters since. The position peaked at $978K in Q4 2024. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

1858 Wealth Management held 2,967 shares of JPMorgan Chase worth $936K as of Q3 2025.
1858 Wealth Management sold 298 JPMorgan Chase shares in Q3 2025, an estimated $88.6K.
JPMorgan Chase made up 0.66% of 1858 Wealth Management's portfolio in Q3 2025, its #40 holding.
1858 Wealth Management first reported a position in JPMorgan Chase in Q4 2023 and has held it in 8 quarters since.
1858 Wealth Management's JPMorgan Chase position peaked at $978K in Q4 2024.
4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on 1858 Wealth Management's 13F filing for Q3 2025, filed 14 Nov 2025.