25 LLC’s JPMorgan Chase JPM Stock Holding History

25 LLC’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
2026 Q3	$570K	Sell	1,724 -58	-3%	-$20.3K	0.16%	40
2026 Q2	$583K	Buy	1,782 +151	+9%	+$46.9K	0.16%	41
2026 Q1	$480K	Buy	1,631 +104	+7%	+$31.6K	0.15%	41
2025 Q4	$492K	Buy	1,527 +66	+5%	+$20.4K	0.16%	43
2025 Q3	$461K	Buy	1,461 +45	+3%	+$13.4K	0.16%	42
2025 Q2	$411K	Buy	1,416 +172	+14%	+$43.9K	0.15%	42
2025 Q1	$305K	Buy	1,244 +150	+14%	+$38.2K	0.13%	44
2024 Q4	$262K	Buy	1,094 +2	+0.2%	+$466	0.11%	46
2024 Q3	$230K	Buy	1,092 +48	+5%	+$10.1K	0.1%	50
2024 Q2	$211K	Sell	1,044 -3	-0.3%	-$587	0.1%	51
2024 Q1	$210K	Buy	+1,047	New	+$189K	0.1%	47
2023 Q3	–	Sell	-897	Closed	-$134K	–	282
2023 Q2	$134K	Buy	897 +8	+0.9%	+$1.1K	0.07%	49
2023 Q1	$122K	Buy	+889	New	+$122K	0.08%	50

Other funds holding JPM

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $174B AUM 33.96% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $195B AUM 21.17% 1-Year Est. Return

Swedbank Stockholm, Sweden $118B AUM 40.52% 1-Year Est. Return

DekaBank Deutsche Girozentrale Frankfurt, Germany $87.8B AUM 20.94% 1-Year Est. Return

Sanders Capital West Palm Beach, Florida $103B AUM 36.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

Mackenzie Financial Toronto Ontario, Ontario, Canada $91.6B AUM 30% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $45.5B AUM 15.2% 1-Year Est. Return

Bank Julius Baer & Co Zurich, Switzerland $39.3B AUM 31.81% 1-Year Est. Return

25 LLC's JPM Position: Q3 2026 in Review

25 LLC reduced its JPMorgan Chase (JPM) stake by 3.3% in Q3 2026, selling an estimated $20.3K and leaving 1,724 shares worth $570K. The position accounts for 0.16% of the portfolio, ranked #40.

25 LLC first reported a position in JPM in Q1 2023 and has held it in 13 quarters since. The position peaked at $583K in Q2 2026. 2,752 funds tracked by Wall St. Rank hold JPM as of Q3 2026.

25 LLC held 1,724 shares of JPMorgan Chase worth $570K as of Q3 2026.
25 LLC sold 58 JPMorgan Chase shares in Q3 2026, an estimated $20.3K.
JPMorgan Chase made up 0.16% of 25 LLC's portfolio in Q3 2026, its #40 holding.
25 LLC first reported a position in JPMorgan Chase in Q1 2023 and has held it in 13 quarters since.
25 LLC's JPMorgan Chase position peaked at $583K in Q2 2026.
2,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2026.

Based on 25 LLC's 13F filing for Q3 2026, filed 13 Oct 2026.