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ACAS LLC’s JPMorgan Chase JPM Stock Holding History

ACAS 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
2025
Q2 		$454K Buy
1,563
+178
+13% +$45.4K 0.3% 60
2025
Q1 		$342K Buy
1,385
+105
+8% +$26.8K 0.26% 62
2024
Q4 		$346K Sell
1,280
-152
-11% -$35.4K 0.26% 65
2024
Q3 		$302K Buy
1,432
+103
+8% +$21.7K 0.25% 63
2024
Q2 		$283K Sell
1,329
-134
-9% -$26.2K 0.25% 67
2024
Q1 		$293K Sell
1,463
-12
-0.8% -$2.17K 0.28% 61
2023
Q4 		$251K Sell
1,475
-5
-0.3% -$758 0.29% 67
2023
Q3 		$215K Sell
1,480
-25
-2% -$3.75K 0.27% 72
2023
Q2 		$219K Sell
1,505
-98
-6% -$13.5K 0.29% 73
2023
Q1 		$209K Buy
1,603
+35
+2% +$4.8K 0.3% 74
2022
Q4 		$210K Buy
+1,568
New +$199K 0.32% 71
2022
Q1 		– Sell
-1,378
Closed -$218K – 84
2021
Q4 		$218K Sell
1,378
-25
-2% -$4.11K 0.28% 72
2021
Q3 		$230K Hold
1,403
– – 0.32% 66
2021
Q2 		$218K Buy
1,403
+25
+2% +$3.93K 0.31% 74
2021
Q1 		$210K Buy
+1,378
New +$198K 0.33% 72

Other funds holding JPM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

ACAS LLC's JPM Position: Q2 2025 in Review

ACAS LLC increased its JPMorgan Chase (JPM) stake by 13% in Q2 2025, buying an estimated $45.4K and bringing the position to 1,563 shares worth $454K. The position accounts for 0.3% of the portfolio, ranked #60.

ACAS LLC first reported a position in JPM in Q1 2021 and has held it in 15 quarters since. 4,747 funds tracked by Wall St. Rank hold JPM as of Q2 2025.

  • ACAS LLC held 1,563 shares of JPMorgan Chase worth $454K as of Q2 2025.
  • ACAS LLC bought 178 JPMorgan Chase shares in Q2 2025, an estimated $45.4K.
  • JPMorgan Chase made up 0.3% of ACAS LLC's portfolio in Q2 2025, its #60 holding.
  • ACAS LLC first reported a position in JPMorgan Chase in Q1 2021 and has held it in 15 quarters since.
  • 4,747 funds tracked by Wall St. Rank held JPMorgan Chase as of Q2 2025.

Based on ACAS LLC's 13F filing for Q2 2025, filed 14 Aug 2025.