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Abich Financial Wealth Management’s JPMorgan Chase JPM Stock Holding History

Abich Financial 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 		$214K Buy
+678
New +$202K 0.08% 119
2024
Q3 		$8.22K Sell
39
-71
-65% -$15K 0.02% 211
2024
Q2 		$22.3K Buy
110
+84
+323% +$16.4K 0.02% 210
2024
Q1 		$5.21K Buy
+26
New +$4.69K ﹤0.01% 292

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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Abich Financial Wealth Management's JPM Position: Q3 2025 in Review

Abich Financial Wealth Management opened a new position in JPMorgan Chase (JPM) in Q3 2025: 678 shares worth $214K. The stake represents 0.08% of the portfolio and ranks #119 among its holdings. This is a return to the name: Abich Financial Wealth Management previously reported a position in JPM as recently as Q3 2024.

Abich Financial Wealth Management first reported a position in JPM in Q1 2024 and has held it in 4 quarters since. 4,752 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

  • Abich Financial Wealth Management held 678 shares of JPMorgan Chase worth $214K as of Q3 2025.
  • JPMorgan Chase was a new Abich Financial Wealth Management position in Q3 2025.
  • JPMorgan Chase made up 0.08% of Abich Financial Wealth Management's portfolio in Q3 2025, its #119 holding.
  • Abich Financial Wealth Management first reported a position in JPMorgan Chase in Q1 2024 and has held it in 4 quarters since.
  • 4,752 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Abich Financial Wealth Management's 13F filing for Q3 2025, filed 6 Nov 2025.