Advanced Portfolio Management’s JPMorgan Chase JPM Stock Holding History

Advanced Portfolio 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 Q4	–	Sell	-1,486	Closed	-$469K	–	90
2025 Q3	$469K	Buy	1,486 +8	+0.5%	+$2.38K	1.22%	23
2025 Q2	$428K	Hold	1,478	–	–	1.2%	27
2025 Q1	$363K	Buy	+1,478	New	+$377K	0.73%	32
2024 Q4	–	Sell	-1,440	Closed	-$304K	–	61
2024 Q3	$304K	Sell	1,440 -1,248	-46%	-$263K	0.31%	37
2024 Q2	$544K	Hold	2,688	–	–	0.36%	38
2024 Q1	$538K	Buy	+2,688	New	+$485K	1.02%	23
2023 Q3	–	Sell	-9,336	Closed	-$1.36M	–	90
2023 Q2	$1.36M	Buy	+9,336	New	+$1.28M	1.24%	23

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

Norges Bank Oslo, Norway $935B AUM

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

Advanced Portfolio Management's JPM Position: Q4 2025 in Review

Advanced Portfolio Management sold out of JPMorgan Chase (JPM) in Q4 2025, closing a stake of 1,486 shares — an estimated $469K sold.

Advanced Portfolio Management first reported a position in JPM in Q2 2023 and held it in 7 quarters. The position peaked at $1.36M in Q2 2023. 5,120 funds tracked by Wall St. Rank hold JPM as of Q4 2025.

Advanced Portfolio Management reported no remaining JPMorgan Chase position as of Q4 2025 after selling out during the quarter.
Advanced Portfolio Management sold 1,486 JPMorgan Chase shares in Q4 2025, an estimated $469K.
Advanced Portfolio Management first reported a position in JPMorgan Chase in Q2 2023 and held it in 7 quarters.
Advanced Portfolio Management's JPMorgan Chase position peaked at $1.36M in Q2 2023.
5,120 funds tracked by Wall St. Rank held JPMorgan Chase as of Q4 2025.

Based on Advanced Portfolio Management's 13F filing for Q4 2025, filed 17 Feb 2026.