Advent Capital Management’s JPMorgan Chase JPM Stock Holding History

Advent Capital 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	–	Sell	-10,000	Closed	-$2.9M	–	236
2025 Q2	$2.9M	Buy	+10,000	New	+$2.55M	0.06%	158
2024 Q2	–	Sell	-15,000	Closed	-$3M	–	214
2024 Q1	$3M	Sell	15,000 -5,000	-25%	-$902K	0.08%	121
2023 Q4	$3.4M	Buy	+20,000	New	+$3.03M	0.08%	134
2018 Q4	–	Sell	-55	Closed	-$5.86K	–	287
2018 Q3	$6K	Buy	+55	New	+$6.24K	﹤0.01%	265
2014 Q2	–	Sell	-149,231	Closed	-$9.06M	–	474
2014 Q1	$9.06M	Buy	+149,231	New	+$8.62M	0.14%	197
2013 Q4	–	Sell	-10,000	Closed	-$548K	–	201
2013 Q3	$517K	Buy	+10,000	New	+$536K	0.01%	516

Other funds holding JPM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Advent Capital Management's JPM Position: Q3 2025 in Review

Advent Capital Management sold out of JPMorgan Chase (JPM) in Q3 2025, closing a stake of 10,000 shares — an estimated $2.9M sold.

Advent Capital Management first reported a position in JPM in Q3 2013 and held it in 6 quarters. The position peaked at $9.06M in Q1 2014. 4,755 funds tracked by Wall St. Rank hold JPM as of Q3 2025.

Advent Capital Management reported no remaining JPMorgan Chase position as of Q3 2025 after selling out during the quarter.
Advent Capital Management sold 10,000 JPMorgan Chase shares in Q3 2025, an estimated $2.9M.
Advent Capital Management first reported a position in JPMorgan Chase in Q3 2013 and held it in 6 quarters.
Advent Capital Management's JPMorgan Chase position peaked at $9.06M in Q1 2014.
4,755 funds tracked by Wall St. Rank held JPMorgan Chase as of Q3 2025.

Based on Advent Capital Management's 13F filing for Q3 2025, filed 13 Nov 2025.